Legal Information

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).  iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates.  Insurance products provided by HollisWealth® are provided through PPI Management Inc..

Lifeview Financial is a personal trade name of Deborah Kohlsmith, Kelly Wood, and Gary Elder.

HollisWealth and Lifeview Financial do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth®. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth® representative is not registered.