Your Path


Helping you create a clear path to a secure financial future.


Life is never a direct line from point A to B. There are curves and climbs, dips and detours, spots to enjoy the view and a few liable to get you off track.


That’s why, when it comes to your wealth and planning your financial future, it helps to have a team of professionals to create a clear path with you.

Managing your wealth comes with challenges – investment opportunities are vast, services can be complicated, risks appear everywhere, and concerns can mount about how your wealth will impact those you care about. At Cattelan Private Wealth Counsel, we’ll keep you on the straight and narrow.


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Your Team


Client-focused, Full-service & Independent

We are committed to delivering you a client-focused wealth management experience. That means we take a holistic approach to helping you achieve your dreams and aspirations.


We partner with you to help clearly define your goals and financial objectives, then we engage our team of professionals to create a plan of action to secure your financial future. We’re independent, full-service, and offer expertise in investment planning, portfolio management, insurance and career and life coaching, all tailored to your needs – and aimed at helping you stay focused on the road ahead.


Val Cattelan

Val Cattelan

Portfolio Manager, Director, Private Client Group
HollisWealth®, a division of iA Securities Inc.

(416) 246-0888
Email Val

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Devin Cattelan

Devin Cattelan

Portfolio Manager
HollisWealth®, a division of iA Securities Inc.

(416) 246-0888
Email Devin

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Dylan Wilson

Dylan Wilson

Associate Investment Advisor
HollisWealth®, a division of iA Securities Inc.

(416) 246-0888
Email Dylan

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Katie Carveth

Katie Carveth

Administrative Assistant
HollisWealth®, a division of iA Securities Inc.

(416) 246-0888
Email Katie

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Katie Carveth

Olga Gurska

Licensed Assistant
HollisWealth®, a division of iA Securities Inc.

(416) 246-0888
Email Olga

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Additional Team Members

Our Unique Services


We Work Hard to Make Your Money Grow

As a trusted partner, we endeavour to work with integrity, provide exceptional service and judiciously craft and execute creative personalized solutions.


The investment experience is often riddled with uncertain markets, economies, politics and emotions. That’s why we focus beyond the timing of markets and individual securities and develop solid investment plans and strategies that help you weather potential short-term volatility. At the end of the day, there’s no greater satisfaction for us than guiding you so you can achieve financial security and peace of mind.


Our Process

Latest News


Keeping You Up-to-Date & Informed

RESP Basics

What is an RESP?

May 27, 2019

The acronym stands for Registered Education Savings Plan and is a type of registered account which is used for education savings. Funds that are contributed into the account are after-tax dollars, meaning you do not get a tax deduction when making a contribution. What you do receive is a 20% CESG or Canadian Education Saving Grant payment on the first $2,500 of contribution per beneficiary/child. If you miss a year, all is not lost. You can makeup contributions by adding an additional $2,500 per beneficiary per year the child is behind. For example, if your child is 4 years old and you have yet to make any contributions, you could contribute $5,000 per year for the next 3 years to make up for the years that you missed. You would receive $1,000 annually in CESG for each $5,000 contribution until the child is caught up. There is a lifetime limit of $7,200 CESG per beneficiary.

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How to Get in Touch With Our Team

HollisWealth®, a division of iA Securities Inc.
3300 Bloor St West, West Tower, Suite 640, Etobicoke, Ontario, M8X 2X2, Canada
(416) 246-0888 · (416) 246-0885

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