Comox Valley Infinity Wealth
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 Process
- A face to face meeting to introduce each other.
- Paperwork is completed, including an in-depth questionnaire to better understand you and your personal situation.
- With you in mind, your advisor will create an investment plan that is comfortable and right for you.
- The option to discuss insurance and various aspects of financial planning is available.
- Once the funds are deposited, and transfers are completed, your advisor will follow up with you to ensure that you are both on the track to success.
- Follow-up meetings are decided upon based on your individual needs, preferences and portfolio: monthly, quarterly, or semi-annual meetings are preferred.
∞ Meet Our Team
Mark Nichol, BBA, CIM®
iA Private Wealth
Mark obtained his business degree at Acadia University in Nova Scotia. He lived in the Comox Valley for short time growing up in a military family and planned to return here. In 1994, he moved his small family from Ottawa and began his investment career. Mark spent many years as the branch manager for the office. Now, Mark is an investment advisor and focuses his professional life entirely upon his clients. Read more…
Investment Advisor, Mutual Funds
iA Private Wealth
iA Private Wealth Agency*
Roy began in the financial services industry first in 1997 as an insurance agent, and later obtained his license to sell mutual funds. Previously, Roy worked in retail and owned a men’s clothing store in the Comox Valley. Having grown up in the Courtenay area from a young age, Roy is a proud long term resident of the Comox Valley. A family man, Roy is frequently traveling to Vancouver to visit his two successful sons and their young, growing families. Read more…
iA Private Wealth
David is an investment advisor with iA Private Wealth and a certified professional consultant on aging. He frequently travels around the north island, visiting clients in the more remote communities that are less serviced. David has been in the industry since 1997 after owning a construction business in Campbell River. Read more…