© 2019 Marty Kobayashi, Executive Director, Private Client Group

HollisWealth, 6 Garamond Court, Suite 260, North York, ON, M3C 1Z5

Important Legal Information

Website Disclaimer

By accessing this website and any pages thereof, you agree to be bound by the terms of the Legal Notices set out below. If you do not agree with the terms of these Legal Notices, do not access this website or any pages thereof.

 

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Martin Kobayashi, Investment Advisor for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com.

Mutual Funds and Exempt Market Products
Mutual funds and/or approved exempt market products are offered through HollisWealth, a trade name of Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.


Insurance
Insurance products are provided through Hollis Insurance
Insurance products are provided through multiple insurance carriers.


Segregated funds
Segregated fund products are offered through HollisWealth®a trade name of Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

HollisWealth does not provide income tax preparation services nor do they supervise or review other persons who may provide such services.

 

Mortgages provided by referral only.

 

Internet Communications

 

PLEASE BE ADVISED THAT TRADING INSTRUCTIONS SHOULD NOT BE COMMUNICATED VIA E-MAIL, AND IF RECEIVED WILL NOT BE ACTED UPON.

Without the use of secure encryption, the Internet is not a secure medium and privacy cannot be ensured. Internet e-mail is vulnerable to interception and forging. Scotia Entities cannot ensure the privacy and authenticity of any information, and will not accept any instructions, that you send to us over the Internet. Scotia Entities will not be responsible for any damages you may incur if you communicate confidential information to us over the Internet or if we communicate such information to you at your request.

 

No Advice

 

The information provided on this website is intended for informational purposes only and is not intended to constitute financial, accounting, legal or tax advice. Many factors unknown to us may affect the applicability of any statement or comment that we make on our website to your particular circumstances. You should consult directly with a HollisWealth professional or your other advisors before acting on any information on this website.

 

Accuracy and Changes

 

Facts and information provided on this website are believed to be accurate at the time they are posted. However, this website could include inaccuracies, typographical errors, or out-of-date information. Changes may be made at any time to the information on this website without prior notice. Please consult any HollisWealth branch in your jurisdiction for complete and up-to-date information on products and services.