We are a team of Niagara-based Investment Advisors that listen, collaborate, track and care about your personal wealth and financial well-being. Over the past 15 years we have learned to trust Allen Private Wealth Group to manage our investment portfolio and to keep us on track with our ever changing financial goals. to his individual clients, tracking their portfolios against market trends. 3550 Schmon Pkwy Suite 6A, Thorold, ON L2V 4Y6 (905) 732-7556. When Fortune Financial was bought out by Dundee Securities, Roy moved into. are covered by the Canadian Investor Protection Fund. A team of financial advisors that listen, collaborate, track and care about your personal and financial well being, located in Welland. Only products and services offered through iA Private Wealth Inc. Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. The Investment Advisor can open accounts only in the provinces where they are registered. The information contained herein may not apply to all types of investors. 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 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 iA Private Wealth, its affiliates, employees, agents, or any other person as to its accuracy, completeness or correctness. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. By developing close working relationships with her clients she is able to create and manage effective plans, investments, tax savings, retirement and estate planning to attain financial wealth. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. For over 20 years Jo-Anna has pursued her passion working with clients to achieve their financial goals and retirement expectations. are covered by the Canadian Investor Protection Fund. an independent and separate company from iA Private Wealth Inc. Insurance products and services are offered through Hollis Insurance. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The Investment Advisor can open accounts only in the provinces where they are registered. Only services offered through iA Private Wealth Inc., are covered by the Canadian Investor Protection Fund.IA Private Wealth Inc. Insurance products are provided through iA Private Wealth Insurance. We offer comprehensive financial planning and sound, experience-backed advice that enables you to achieve your important life goals. 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. Stronghold Wealth Management is a team of wealth management advisors with a proven track record of success and over 200 million of client assets under management. In addition to that, she loves to cook, read and indulge in creative activities such as. Heidi loves the Okanagan and enjoys spending time outdoors. She grew up in Kelowna, BC, and has also lived in Monaco, Australia and New Zealand. 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 iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Heidi joined HollisWealth in 2014, and has been practising in the financial services industry since 2005. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. IA Private Wealth is a trademark and business name under which iA Private Wealth Inc.