Important Information For Clients Regarding COVID-19 Virus

Posted in News

We are committed to focusing on preventive measures that we believe will help minimize the spread of the coronavirus (COVID-19) and protect the most vulnerable members of our community. Public health agencies have made numerous recommendations to reduce the risk of the virus transmission, including social distancing and self-isolation.

That said, the offices of HollisWealth are closed until further notice. 

Our entire team of advisors, working remotely, is here to help you through these challenging times.

We endeavour to serve our clients to the best of our ability addressing concerns and processing requests. Please call our office at 905-732-7556. If we are unavailable to take your call, rest assured, we will get back to you as quickly as possible.  Alternatively, you can send your request via email to welland@holliswealth.com

We will continually update the News & Updates section of our website so please check back for the latest updates. We are here to help, and we will continue to provide you with relevant guidance and support in as timely a manner as possible.

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Team

  • We work with our clients to develop a comprehensive perspective on their financial situation and work to help them achieve their goals. Our client's success is our success.
    Sheila Smith
    Licensed Assistant