Change
goes on daily in our lives. If you have been
a client of mine for any length of time you know that there are always changes
going on here. Having been at Kennedy
Road for over 21 years, we have had our share of changes including company
mergers. As of end of day August 4th,
Scotia Capital Inc. will no longer own HollisWealth. Our new owners and hopefully the last merger
for a while, will be Industrial Alliance Financial Group. iA for short.
Going through transitions over the years you realize that it is just
business as usual.
While in
the past we have had new email addresses and even company name changes I want
to tell you that this time there will be no changes or disruption to the emails
or to the HollisWealth name.
iA is a
Canadian company founded in 1832. While
many of you may not know this company, they are huge in Quebec and secondly in
Ontario. This company was known more for
its insurance products than investment products. Having said this, they have access to all
investment products you have come to know.
iA is a company wanting to expand the investment side of their company
and have been recently buying up a lot of independent advisory firms. HollisWealth was a company iA really wanted
to acquire because of our independent advice and representation right across
the country.
New
account numbers will be assigned to you because iA operates different back
office systems. The impact to you is
when you want to do your online deposits.
After August 4th, you will need to enter your new account
number under HollisWealth. You can always
contact our office if you need any assistance.
For those of you viewing your accounts on-line, you will be getting new
access codes. The online experience will
be enhanced for those of you that care to explore.
iA will be
sending out a new administrative fee schedule in August.
We will be
calling or emailing our calendar to start booking appointments from mid-August
on to start updating your existing accounts over to iA. In the meantime, once you have your new
access codes you can view and make your online deposits as usual. Everything will remain the same.
If you
have any questions regarding the transition over to the new owners you can call
and discuss with any of our team. Enjoy
the rest of your summer and we will see and talk to you soon.
Linda
J. Levesque, CFP®, FMA, FCSI®
Sr.
Investment Advisor
Director,
Private Client Group
HollisWealth Insurance Advisor
HollisWealth Insurance Advisor
HollisWealth
Insurance Agency Ltd.
Levesque
Wealth Planning
HollisWealth,
a division of Scotia Capital Inc.
One Corporate Plaza, 2075 Kennedy Road, 5th Floor, Toronto, ON M1T 3V3
Tel: 416-412-8018 / 1-800-322-4030 Fax: 416-332-6772
linda@levesquewealthplanning.com
One Corporate Plaza, 2075 Kennedy Road, 5th Floor, Toronto, ON M1T 3V3
Tel: 416-412-8018 / 1-800-322-4030 Fax: 416-332-6772
linda@levesquewealthplanning.com
‘Saving Today for a
Richer Tomorrow’™
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This article was
prepared solely by Linda J. Levesque who is a registered representative of
HollisWealth®
HollisWealth
is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency
Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the
Canadian Investor Protection Fund and the Investment Industry Regulatory
Organization of Canada. Brokerage services provided by HollisWealth are
provided through Scotia Capital Inc. Insurance products provided by
HollisWealth are provided through HollisWealth Insurance Agency Ltd. ®
Registered trademark of The Bank of Nova Scotia, used under licence. The views
and opinions, including any recommendations, expressed in this article are those of Linda J. Levesque alone
and not those of HollisWealth. Levesque Wealth Planning is a
personal trade name of Linda J. Levesque. HollisWealth and the Scotiabank
companies do not provide income tax preparation services nor do
they supervise or review other persons who may provide such services.
