Company description
In 1980, Regal Capital Planners opened an office in St. Thomas under the leadership of Sine Herold. In 1999, Regal merged with a number of other financial planning firms to become Cartier Partners. In 2004, DundeeWealth purchased Cartier Partners. In 2011, ScotiaBank acquired DundeeWealth and changed the name in November 2013 to HollisWealth. On August 4, 2017 HollisWealth was acquired by Industrial Alliance Financial Group (iA Financial Group). iA Financial Group is an iconic Canadian brand that is celebrating its 125th anniversary this year. At iA Securities, we share the same commitment to outstanding service and value that you have come to expect from HollisWealth.
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- ,,,,,Tax Advice,Retirement Planning,Retirement Income Projections,Disability and Critical Illness Insurance,Annuities,Life Insurance,Mutual Funds,Stocks,Bonds,Tax Shelters
