Director, Private Client Group
Investment Advisor, iA Private Wealth
Insurance Advisor, iA Private Wealth Insurance
SERVICES
Investment Funds
We have access to thousands of mutual funds, from the most conservative bond funds to all equity funds. These investments can be held in your RRSP, RRIF, RESP or TFSA. We also offer GICs, Money Market funds and US dollar accounts.
Retirement Planning
HollisWealth has state of the art planning tools available. We will work with you to develop your retirement plan to satisfy your future income needs.
Estate Planning
We will assist you with your estate planning needs. Necessary documents include your Will and Power of Attorney. Another very popular strategy today is gifting to charity. We will recommend strategies for transferring your assets to your beneficiaries whilst mitigating the tax liability.
Tax Planning
We can develop a comprehensive plan to help you reduce or defer your income tax.
Life Insurance
We offer life insurance, critical illness, disability and long term care insurance through HollisWealth Insurance Agency Ltd. We also have a good selection of segregated funds offering guarantees.
Mortgages
We have access to residential and commercial mortgages.
Online Access
The online portal to access your accounts has changed. National Bank's My Portfolio+ is being discontinued and we are excited to announce a brand new Client Portal for iA Private Wealth Clients. The new portal has an intuitive, easy-to-navigate interface that provides at-a-glance access to your financial information and investment performance, simple self-registration and password reset, and so much more.
Please Click Here to learn more about the portal and its features.
Have any questions? Having trouble accessing your account? Please contact our office at info@martykobayashi.com.
Mortgages provided by referral only
Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc.
Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.