IA Private Wealth Professional
Aug 13th, 2022 at 09:07 Insurance 268 Main St, Antigonish, NS B2G 2C2 10 views Reference: 887620
Location: 268 Main St, Antigonish, NS B2G 2C2
General Information
Individuals and business owners are welcome at iA Private Wealth, a wealth management business in Antigonish. We've been giving sound investment advice for registered plans and investment products for over 30 years.As investment advisors, we can help you develop a personal financial plan. We'll identify your goals, develop a strategy to reach them, and adjust your investments over time. Together, we can build, grow, and preserve your portfolio in order to allow you to achieve your lifelong financial goals. We offer many investments products, including stocks, bonds, mutual funds, GICs and high interest savings accounts. We'll help you with retirement, estate, and education planning, as well as mortgage referrals, ethical investing and more. Don't make important financial decisions alone. Call iA Private Wealth: we're here to help.
Products and Services
- Retirement Planning,
- Financial Planning,
- Estate Planning,
- Registered Retirement Savings Plans (RRSP),
- Registered Retirement Income Funds (RRIF),
- Registered Education Savings Plans (RESP),
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- Registered Disability Savings Plans (RDSP),
- Tax-Free Savings Accounts (TFSA),
- High Interest Savings Accounts,
- Mutual Funds,
- ETF's,
- Stocks,
- Bonds,
- Private Investment Pools,
- High Net-Worth Accounts,
- Life Insurance,
- Disability Insurance,
- Group RRSP's,
- Mortgage Referrals,
- Corporate Investing,
Brands Carried
- Banking,
- Planning,
- Investing,
- Insurance,
- Investing Nova Scotia,
- Investment Dealer,
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- Financial Planning Nova Scotia,
- Retirement Planning,
- Bank,
Specialties
- Estate Planning,
- Account Consolidation,
- RESP's,
- Portfolio Analysis,
- Stocks,
- Portfolio Construction,
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- Life Insurance,
Languages Spoken
- English,
Getting There
- 268 Main St, Antigonish, NS B2G 2C2,
Opening Information
| Monday | 8:30 am - 5:00 pm |
|---|---|
| Tuesday | 8:30 am - 5:00 pm |
| Wednesday | 8:30 am - 5:00 pm |
| Thursday | 8:30 am - 5:00 pm |
| Friday | 8:30 am - 5:00 pm |
Website: advisor.holliswealth.com
Twitter: https://twitter.com/HollisWealthNS
Linkedin: http://www.linkedin.com/in/bradshawandrew
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