The iA Private Wealth News Blog

Displaying posts in Estate Planning

How can I better understand my estate and protect my loved ones?

How can I better understand my estate and protect my loved ones?

Posted in News, Estate Planning

Questions and concerns surrounding Estate planning have definitely been topic of conversation as of late.

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Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Team

  • We support our client's wealth focused decision making with insightful analysis, unbiased and informed advice. We address the concerns of our clients and provide solutions to ensure peace of mind.
    Susan Tessier
    Associate Investment Advisor