Client Portal Login

(250) 338-2715 | naomi.cox@iaprivatewealth.ca

Personalized Wealth-Building for All Stages of Life

What stage of life are you planning for?

∞
CREATING WEALTH FOR YOUR FAMILY

Many important financial decisions that you will have to make will be centered upon your family. Our advisors value family and recognize the importance that yours has on your overall financial plan.

∞
PREPARING FOR RETIREMENT

Your financial future is important. The breadth of tools we have at our disposal for you will help you achieve your retirement goals, so that you can feel comfortable knowing that your nest egg is taken care of.

∞
OPTIMIZING YOUR RETIREMENT

Cur commitment to our clients stems from a belief in tailored advise, where your finances are invested prudently and wisely, in order to preserve your assets and see you comfortably into retirement.

∞
GROWING 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.

Who Are We?

Mark Nichol
Investment Advisor
iA Private Wealth Inc.

Roy Collings
Senior Mutual Funds Advisor
iA Private Wealth Inc.
Insurance Agent*
iA Private Wealth Insurance Agency

David Storrie
Investment Advisor
iA Private Wealth Inc.

* Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Our Services

 Investment Accounts

Stocks

Mutual Funds

Estate Planning

ETFs

Insurance*

*Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Need a referral? Ask our clients

Our clients praise our exceptional service quality, professionalism, and outstanding customer support, frequently noting the positive impact we’ve had on their business success.

Spending and growth in the same year - it became easier to trust a new broker

Taking more money from my investments to “enjoy it” and do new things I had wanted to do for a while, was also a goal that he achieved for me. Previously I was advised to save, save, save for same rainy days. Well my rainy day fund was there and it was so reassuring to withdraw some funds and yet still see the portfolio have growth. Spending and growth in the same year – it became easier to trust Mark as my new broker.

Marlene D.

Click Here

Roy took care of me as if I was his richest client.

“I’ve been a client of Roy Collings at HollisWealth for close to 20 years. My husband and both of my sons saw the incredible care and attention that Roy has taken with my account, and they have also moved their money over to Roy. Even though I only started out with a very minimum amount of money, Roy took care of me as if I was his richest client! We’re all incredibly happy with how he’s handled our investments over the years, and would recommend him to anyone. Thanks Roy and HollisWealth!”

– Linda M.

Click Here

We would recommend him to anyone.

“We have been with Dave for about 10 years and are pleased with our dealings. He contacts us but is never pressuring us while making suggestions and is easily accessible for any questions we have. We would recommend him to anyone.”

– Donna & Glen J.

Click Here

For anyone that are not getting what they expected from a bank

“Mark Nichol has been my advisor since May 2016. He is very flexible with being able to meet with us and has kept us well informed. We moved to him to take care of an account the bank was not interested in dealing with. For anyone that are not getting what they expected from a bank he would be worth checking out.” 

– Trish L.

Click Here

He listens to my concerns and my financial requirements.

“Roy Collings has looked after my investments for more than 10 years.  Before I met him my experience with Financial Advisors had been less than pleasurable.  My portfolio was switched from agent to agent within a large company – and I was never contacted or invited to meet my new agent.  In fact I was never phoned or contacted unless I initiated a call…..until I decided to move my account.  Then I was hounded for a while. I moved my portfolio to Roy on the recommendation of a friend and I was impressed immediately with his manner of communication and his insistence that I discuss my file with him on at least a quarterly basis.  In fact, we meet much more frequently.  He keeps me informed of market changes and recommendations with regards to my funds.  He listens to my concerns and my financial requirements.”

– Heather H.

Click Here

Empowered me to make informed decisions

Working with Mark Nichol has been a game-changer for me. My parents worked with Mark for over 20 years.  His expertise and dedication to understanding my unique financial situation have empowered me to make informed decisions and secure my financial future. Moreover, his strategic guidance and personalized approach have helped me navigate complex financial matters with ease. I highly recommend Mark Nichol to anyone looking for a trustworthy partner to achieve their financial goals.

-Robert M.

Click Here

Frustrated by your banks minimum dollar service requirements?

Accepting new clients

The Blog

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

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

*Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.