Your mindset reflects your wealth.
Mindset Wealth - HollisWealth, a division of Industrial Alliance Securities Inc. will work closely with clients to identify their goals and objectives and generate the right plan. Most importantly, they keep clients focused on their goals in both good and bad markets. They embrace an investment coaching philosophy and believe that it is investor behaviour and not investment markets that will determine one's long term financial success. Mindset Wealth's goal is to develop a strong relationship with you and your family.
Having a plan in place is the first crucial step in working towards your retirement. Don't know where to start? We can help. Contact us today.
Get in touch"You can talk to them and they get it. It’s all about your life—it’s not just about some money to invest, it’s about your life."
Linda, VANCOUVER
Mindset Wealth is your locally owned office of HollisWealth, is a division of Industrial Alliance Securities Inc. and one of Canada’s premiere independent investment advisory firms.
About UsVolunteerism and community service are key values that define our organization. Just as saving money is an investment in your future, giving back to the community an investment in all the people within it.
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HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. 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 Industrial Alliance Securities Inc., 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 and services are provided through MW Insurance Holdings Ltd. MW Insurance Holdings Ltd. is an independent company unrelated to Industrial Alliance Securities Inc. Only those services offered through HollisWealth, a division of Industrial Alliance Securities Inc. are covered by the Canadian Investor Protection Fund.