Schedule an Appointment

Financial Advisors at HollisWealth in Welland, Ontario

We are here to help! Have a quick question and want to schedule a time for a phone call to discuss or want to setup a Zoom or a face-to-face meeting to review your portfolio? You can now book online by selecting one of the options below.

Andrew Smith, B.Sc., MBA, CFP®

Investment Advisor 
Director, Private Client Group

Insurance Advisor

Book an Appointment with Andrew

Bill Pachereva

Investment Advisor
Insurance Advisor

Book an Appointment with Bill

Susan Tessier, CFP®

Associate Investment Advisor
Insurance Advisor

Book an Appointment with Susan

Veronica Shelvock, CFP®

Associate Investment Advisor
Retirement Planning 

Book an Appointment with Veronica

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Welland Team