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   FOR YOUR    BUSINESS

We understand the tax implications of owning a corporation and investing with a business account, and will help you minimize your tax burden, while growing your liquid business assets.

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Greg Johnson 
 
March 16, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Recently went to a seminar at Crowne Isle Resort tonight sponsored by HollisWealth. It was a good seminar and very informative.  If you didn't go you missed a good evening. A lot of support from the HollisWealth group representing their company but others as well for more detailed interaction. Thanks for putting on this evening of information, hope there are more to follow.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 jill keating 
 
March 14, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
It has been a pleasure working with Roy and the team at infinity wealth! I knew nothing about proper money management and Roy has kindly taken care of my modest portfolio and grown it to give me confidence going into my retirement years. He always has time to explain any adjustments and keep me headed in the right direction! The whole staff is helpful and professional! Highly recommend!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Verna-Gean Higgins 
 
February 27, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Roy Collings has been my investment manager for 20 years and I have always been impressed with his skill and knowledge in making wise investments for me. He does extensive research of the investment companies he is offering me and has a clear way of explaining the information. We have always met once a month to discuss my portfolio plus any current investment opportunities. With this monthly meeting Roy can make immediate investment changes, thus creating the most efficient growth of my portfolio. I would definitely recommend Roy Collings as an honest and reliable investment manager.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Keith Hill 
 
February 26, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
After chatting with a very good friend five years ago, I decided to move my investment funds over to Roy & Mark. They are great individuals, that work very hard, & manage to stay abreast of the changing markets in the crazy World that we presently live in. Both gents are knowledgable, friendly & most of all very trust worthy. They also have a great supporting staff that are always helpful & smiling as they enjoy their place of work. I am very pleased that I was lucky enough to meet these gents & would recommend them to anyone that wanted excellent wealth management.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Keith George 
 
February 23, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Hi all,I've been involved with Roy at IA private wealth for a little over 4 yrs and it is the best move I've ever made with my investments! He really enjoys what he does and to me that makes all the difference. So if your reading this and are thinking on moving your investments go see Roy, you won't be disappointed.....cheers!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Joanie Hoddinott 
 
January 28, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
My husband and I signed on with Dave in 2022 and it was one of the best decisions we have made.  Not only is Dave knowledgeable but he is always just a phone call away with any questions that we may have.  He advises us, but there is never any pressure, and he is always researching to stay current with the market trend.  If you are searching for a financial advisor then I would recommend you talk to Dave and he will get you set up for retirement, as in todays landscape we need all the help we can get.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Linda Waldie 
 
January 20, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Mark has been the best at looking into how to make my portfolio grow ......he explains the things he needs to change with a phone call to me which I muchly appreciate!! He is incredibly knowledgeable and I trust him to the max!!!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 scott hewett 
 
January 17, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Awesome people, make a very good return, supportive all the time
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Marlene 
 
December 22, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
My financial advisor, Mark, always listens to my concerns & has grown my portfolio over the last 10 years so that I dont need to worry about the ups & downs of the market.  I am satisfied with his advice & his availability is not something that goes unnoticed.  A truly knowledgeable financial advisor you can trust.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Barb Johnson 
 
December 15, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
I appreciate Mark as my financial advisor. He keeps me informed on how the investments are doing and if any changes need to be made. I am confident in Mark's handling of my investments, and would recommend him as a trusted advisor. Thanks, Mark.
  
 
  
 
 
 
 
    
 
 

The Blog

Here is what some of our advisors have to say on current events and other relevant financial topics.