Important Legal Information

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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.


iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. This information has been prepared by Martin Kobayashi, Investment Advisor for iA Private Wealth, and does not necessarily reflect the opinion of iA Private Wealth. 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 iA Private Wealth, please consult the official website at

Insurance products are provided through iA Private Wealth Insurance.
Insurance products are provided through multiple insurance carriers.

Segregated funds
Segregated fund products are offered through iA Private Wealth 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.

iA Private Wealth 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



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.  iA Private Wealth accepts no responsibility or liability for loss or damage arising from the receipt or use of this transmission. Unless otherwise specifically stated, any opinions expressed are those of the author only and this transmission is not intended as a recommendation or solicitation of an offer to purchase or sell any security or related financial instruments.


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 iA Private Wealth branch in your jurisdiction for complete and up-to-date information on products and services.

© 2021 Marty Kobayashi, Executive Director, Private Client Group

iA Private Wealth, 6 Garamond Court, Suite 260, North York, ON, M3C 1Z5