Andrew Smith, Investment Advisor in Niagara

Financial Advisor at HollisWealth in Welland, Ontario

Investment Advisor Andrew Smith is committed to helping his clients in Welland, and throughout Niagara, to make informed decisions about their financial well-being.


Hollis Wealth Niagara - Andrew Smith - Tax Planning Services

Andrew Smith, MBA, CFP®

Investment Advisor
Director, Private Client Group
Holliswealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor

Hollis Insurance

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Experience & Education

Andrew Smith, born in St. Catharines and raised in Vineland, is one of four children reared in a middle-class family. He was raised with conservative values and learned the importance of hard work, appreciating what you have, and helping those that stand in need.

Andrew's education includes a Bachelor of Science degree and a Master of Business Administration, Finance, from McMaster University. Andrew is an IIROC licensed investment advisor,  a licensed insurance advisor and a CERTIFIED FINANCIAL PLANNER® professional.

After more than 10 years working in the telecommunications technology and software industry, Andrew started his career as an investment advisor in 2002 and moved to the HollisWealth branch in Welland in 2006. Prior to joining HollisWealth, Andrew's extensive business experience included accounting, finance, and strategic planning roles in both small private and large publicly traded companies.

Certifications

In 2006, Andrew earned the internationally recognized CERTIFIED FINANCIAL PLANNER® designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.

Associations

Andrew is the Past President of the West Lincoln Memorial Hospital Foundation and is a former lecturer in personal finance at Brock University. 

Andrew and his wife, Gynette, have two daughters. He enjoys traveling, golf, hockey and simply spending time with his family. 

Financial Planning Services

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the HollisWealth Welland Team

  • We work hard to ensure our client's receive the information they need in a timely fashion. From preparing detailed tax reports to helping you better understand your statement, we are here to help.
    Candace Pennachietti
    Office Administrator