Contact UsHow can we help you?I'm interested in Family Wealth ServicesI'm interested in Business Wealth ServicesI'm interested in Joining the Mangrove Team Are you Currently Retired?*YesNoWhat are your wealth priorities?* More Lifestyle More Legacy More Peace of Mind More Simplicity What are your biggest wealth concerns?* I'm not getting expected returns My team of experts don't work together My fees are unjustified I pay unnecessary taxes Anything else you would like to add?Full Name*Email* Phone Are you currently incorporated?*YesNoDo you use a HoldCo or a family trust?*YesNoWhat stage is your business in?* Creation Growth Expansion Exit What are your biggest business concerns?* I'm paying unnecessary taxes I want to keep the business in my family I would like to finance my business vision I need to hire and retain top talent Anything else you would like to add?Full Name*Email* Phone Are you currently a licensed advisor?*YesNoMy practice focuses on:* High Income Earners Business Owners Retirees Other (Please Specify) I also focus on:I'm currently looking to:* Deal with CRM2 Exit my practice while taking care of my clients Add more business lines to my practice Find a more competitive business model Align with a growth-oriented team Be part of a collaborative organization Have you completed any of the following courses?* Canadian Securities Course Conduct and Practice Handbook Other financial designations (Please Specify) Post-Secondary Education (Please Specify) Which designation?Degree and year of completionWhy are you looking to join the wealth management industry?Your Contact DetailsFull Name*Email* Phone Get in touch with us directlyConnect with us 289 291 3331 info@mangrovewealthgroup.com Mangrove Wealth Group HollisWealth, a division of Industrial Alliance Securities Inc. 2655 North Sheridan Way, Suite 285 Mississauga, On. L5K 2P8 Set up a meeting (We’ll call you to schedule a time) Name*Email* Phone Join our Community Connect with us 289 291 3331 TF: 1 866 694 1111 info@mangrovewealthgroup.com Mangrove Wealth Group Suite 203 – 1320 Cornwall Road Oakville, ON. L6J 7W5 Set up a meeting (We’ll call you to schedule a time) Name*Email* Phone Join our Community
