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The legal stuff

Being part of a large, disciplined, highly regarded, stable organization like HollisWealth, involves legalities that we must comply with. One of the legal requirements we must follow is to post their legal disclaimers on our website.

These disclaimers are here to ensure our integrity as well as our compliance to HollisWealth and the Investment Industry Regulatory Organization of Canada (IIROC). So here they are, with thanks to those who have our back in many ways but also in terms of compliance…

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates.

This information has been prepared by Craig Matthews, Investment Advisor for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at

The Wealth Strategists is a personal trade name of Craig Matthews.

Insurance products are provided by HollisWealth® Insurance Agency Ltd.