About HollisWealth Welland

About HollisWealth Management Financial Services Niagara

At the Welland branch of HollisWealth we have helped residents of Niagara achieve their financial planning and lifestyle goals since 1991.

Welcome to HollisWealth Welland

The HollisWealth Welland branch is Welland's longest and largest serving professional financial planning practice in our city.

For over 20 years, our team has been working closely with individuals and businesses in the greater Niagara Area, managing their financial affairs and helping plan for their future.

Since inception, our value proposition has been based on a foundation of comprehensive service, objectivity, communication and the strength of our team.

Why Work With Us

A Team of Experienced Professionals

Our team of professional investment advisors, financial planners, insurance advisors and tax planners have the experience, the knowledge, and the commitment to guide your decision-making process and to support your personal financial and lifestyle plans.

Meet Our Financial Advisors

How We Work

We Listen

So you can tell us your unique story.

We Collaborate

We confer with tax and legal professionals to ensure the solutions that are right for you.

We Track the Financial Landscape

Our goal is to avoid nasty surprises and diminish those that are unavoidable.

We Care

We want you to sleep soundly knowing your investments are in good hands.

Welland Canal

From the Archive: Postcard Image - View from the Main Street Bridge, circa 1950-1970

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the HollisWealth Welland Team

  • We know how important customer service is to our clients. You want to know that someone will pick up the phone when you call. Interacting with our clients is the most enjoyable part of my day!
    Susan Tessier
    Associate Investment Advisor