In a previous communication, we confirmed the ownership of HollisWealth will change from Scotia Capital to IA Securities (owned by Industrial Alliance) in the 3rd quarter of 2017.
We anticipate this as a positive transition as we will continue to benefit from the depth and backing of a large, secure financial institution.
We want to assure you that you will be updated on any pertinent developments and changes in the coming months and that we have a plan in place to communicate these in an efficient manner.
What to expect over the coming months:
- You will receive an IA Securities mailer in your June monthly statement that will outline the change
- You will receive a Welcome letter in July with your new account information
In mid-July, we’ll send instructions on how to update your online access and e-statement preferences to the new platform.
There will be no material change to our personnel. We remain your fully independent advisory team, and will not become employees of IA Securities.
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