iA Securities & HollisWealth* are now iA Private Wealth

We are excited to introduce our new company name, iA Private Wealth. The new name is designed to better reflect the essence of what our advisors do – provide holistic wealth management solutions tailored to the unique needs and goals of investors across Canada.

Please take a few moments to browse our newly redesigned and updated website to learn about the many benefits of working with an iA Private Wealth Investment Advisor.

*Refers solely to the Investment Industry Regulatory Organization of Canada licensed advisors within HollisWealth.

A Full Range
of Solutions

Our Investment Advisors offer a full suite of products and services for individual investors, families and business owners.

Products & services


  • Retirement planning
  • Tax planning
  • Trust and estate planning
  • Business planning
  • Succession planning


  • Mutual funds
  • Equity and fixed-income securities
  • Exchange-traded funds
  • Alternative investments

Credit & lending

  • Investment and RRSP loans
  • Securities-based lending


  • Retirement accounts
  • Education savings accounts
  • Non-registered accounts
  • Tax-free savings accounts


  • Universal, term and whole life
  • Disability income protection
  • Critical illness
  • Long-term care
  • Life and insured annuities
  • Group benefit plans
*Insurance products are provided through PPI Management Inc.
Only products and services offered through iA Private Wealth Inc.
are covered by the Canadian Investor Protection Fund.

Tools & calculators

RRSP tax savings

Estimate the tax savings on your Registered Retirement Savings Plan (RRSP) contribution.

Tax Calculator

Estimate how much you owe in taxes based on your taxable income and your province of residence.

Donating shares to a charity

Compare selling shares and donating the cash proceeds to donating the shares directly.

Start education planning now

See how saving early can make a significant difference.

Retirement Calculator

Use this tool to estimate how much annual income you’ll have when you retire.

Estate Planning Checklist

This checklist will help you assess the status of your estate plan.

CPP & OAS Benefits

This calculator will help you understand the factors that can affect your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits.

RRIF Payment

Calculate your Registered Retirement Income Fund (RRIF) payments and see how long your savings will last.

LIF Payment

Use this calculator to see how much income you can expect and track the future value of your Life Income Fund (LIF).

Probate Fees

Calculate the estimated probate fees on the value of an estate.

Tracking your progress

Client portal

Login from anywhere to track daily portfolio status, activity and performance. You will find details on your accounts, your investment goals and asset allocation, the securities you own, returns and transactions.

Already a client? Access the portal