About Us
Wealth for Generations
At Comox Valley Infinity Wealth, we are dedicated to providing a holistic and well-rounded financial service centered on you and your family. We take the time to listen to your needs and goals to come up with an investment strategy tailored to your personal situation.
“Our work is our legacy to our clients and our community. With diligence and integrity we encourage, educate and employ tried and tested processes of financial wealth planning.
Our goal is to action your goals.” – Mark Nichol
A Brief History
Mark and Roy started working together in 1999 under Dundee Wealth after previously being involved in other entities. David came into the office in 2001 after leaving Scotia MacLeod. The name was changed to HollisWealth in 2013 after Dundee was purchased by the Bank of Nova Scotia. In 2017 Industrial Alliance took over as the new mother company and opted, in 2021, for iA Private Wealth, a new name to better reflect the firm’s vision to ensure the financial well-being of our clients by offering holistic wealth solutions in partnership with independent advisors.
Dave, Mark and Roy have worked together for over 15 years and a lot has changed over the years, but not the level of service or commitment they each have to their clients. Although they remain separate from each other as investment advisors, they have collectively gotten together under the umbrella Comox Valley Infinity Wealth in order to promote the office as one, solid entity despite the changing brokerages at the back office level.
Our Easy Three Step Process
1. Introduction and Assessment:
Meet in person to introduce each other, complete paperwork, and go through an in-depth questionnaire to understand your financial situation.
2. Investment Plan Creation:
Your advisor designs a personalized investment plan, with options to discuss insurance and other financial planning aspects.
3. Implementation and Follow-up:
After fund deposits and transfers, your advisor follows up and schedules ongoing meetings based on your needs, typically monthly, quarterly, or semi-annually.
Meet Our Advisors
Mark Nichol, BBA, CIM®
Investment Advisor
Since 1994, I’ve been dedicated to helping families build, preserve, and transfer their wealth as an Investment Advisor. After earning my Business Administration degree in 1985, I went on to become a Chartered Investment Manager in 1998, further strengthening my expertise in delivering sophisticated financial strategies.
Roy Collings
Senior Mutual Funds Advisor, Insurance Agent
Roy Collings is a dedicated advisor with 27 plus years of experience, renowned for his insightful strategies and unwavering commitment to his clients. A family man at heart, he cherishes the time with his loved ones and actively engages in community initiatives, reflecting his strong ties to the area he has called home his whole life.
David Storrie
Investment Advisor
Family and community have always been at the heart of my life and career. As a devoted husband, father of four, and proud grandfather of ten, I know firsthand the importance of planning for the future. Since my wife and I moved to Campbell River in 1971, this community has been home—a place where we raised our family and built lifelong connections.