Contact Our Team

We are Happy to Assist! Call or e-mail us today!

Melanie Chappell

Client Service Specialist

Schedule your appointments

Get set-up on Wealth Tracker

Get online access

Cheque deposits

Make changes to your personal Information

[email protected]

Alison McCulloch

Executive Assistant

All general & separately managed account inquiries including Summit Accounts

Account Resolutions – Taxation, Retirement Accounts, Tax Free Savings Accounts, Retirement Education Savings Plans, Home Buyers Plan, and more

Set-up and change of Frequent Purchase Plans, and other Systematic Plans

Account transfers from other institutions, account consolidations, new account set-up

Fund transfers & wires

[email protected]

Sharon Trusty

Insurance Services

Insurance illustrations and policy delivery

Documentation for existing and new insurance policies

Group insurance plans and policies

[email protected]

(416) 756-4071

Vijay Bandlamudi, MBA, CFA, CFP®

Investment Analyst, Licensed Assistant

Research & Analysis, constructing and reviewing client portfolios

[email protected]

Contact Us

The Financial Coach
HollisWealth
3 Gardenvale Road Toronto, Ontario M8Z 4B8
Telephone: 416 236 7200
Toll Free: 1 800 665 6069
Fax : 416 236 7203

Our Location

Disclaimer

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 The Financial Coach Inc. 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 Advisors can open accounts only in the provinces where they are registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com.

The Financial Coach Inc. is an independent company unrelated to HollisWealth and Industrial Alliance Securities Inc. Industrial Alliance Securities Inc. and its related and affiliated companies have no liability for The Financial Coach Inc. HollisWealth® is a trade name of HollisWealth Insurance Agency Ltd. The Financial Coach Inc. is an independent company unrelated to HollisWealth and HollisWealth Insurance Agency Ltd.