Tim L'heureux Financial Consulting

Holliswealth, located in Sarnia, ON, operates under the umbrella of iA Wealth Group, a prominent name in the Canadian financial services industry. iA Wealth is dedicated to assisting individuals at every stage of their financial journey, offering a comprehensive suite of wealth management services and investment solutions. From wealth planning to investment funds and capital markets, iA Wealth aims to help clients achieve their financial goals. Through its various divisions such as Investia and iA Private Wealth, iA Wealth provides tailored wealth management solutions for a diverse clientele, including individuals, families, and business owners. With billions of dollars in assets under administration, iA Wealth stands out as one of Canada's largest independent providers of mutual funds and investment products. Furthermore, iA Clarington, a part of iA Wealth Group, specializes in actively managed investment solutions, offering a range of strategies through mutual funds, portfolio solutions, and Active ETF Series. Additionally, iA Capital Markets caters to institutional and retail advisors with bespoke solutions, combining personalized service with the stability of a large financial institution. Generated from the website content

ClearPath Wealth Group, formerly known as RJ Rau Associates, is a family-owned and operated retirement planning establishment based in Sarnia, Ontario. With a focus on providing financial strategies, insurance coverage, and estate planning, their team of experienced advisors is dedicated to supporting individuals at every stage of life to ensure a reasonable retirement timeline. ClearPath Wealth Group takes a planning-oriented approach, offering resources and educational materials to help clients understand their options and find personalized solutions that fit their unique lifestyle and income bracket. Led by Ron Rau, a senior investment insurance advisor with over 35 years of experience in the financial services industry, the team at ClearPath Wealth Group is committed to staying up-to-date with the latest product knowledge and continuing education programs. They specialize in business insurance, estate planning, and investments, and are actively involved in the business community, with Ron serving as a member of the Sarnia Chamber of Commerce and receiving recognition for his outstanding business achievements. With a strong focus on customer care and a dedication to ongoing education, ClearPath Wealth Group is a trusted resource for individuals seeking comprehensive financial planning services.Generated from the website

HollisWealth Inc is a financial services firm based in Sarnia, ON, specializing in wealth management and investment advisory services for individuals and businesses. With a focus on personalized financial planning and tailored investment strategies, HollisWealth Inc aims to help clients achieve their long-term financial goals through expert guidance and portfolio management. Generated from their business information