Administration & Support

Administration & Client Services at HollisWealth in Welland, Ontario

At HollisWealth in Welland, client service is our number one concern. Our administrative professionals work with you to ensure quality and peace of mind.

Hollis Wealth Niagara - Sheila Smith - Tax Planning Services

Sheila Smith, CFP®

Licensed Assistant
HollisWealth, a division of Industrial Alliance Securities Inc.

Sheila Smith, CFP®

With Sheila on your financial planning team, you can be confident that your financial decisions are being driven by a comprehensive understanding of your total financial picture.

Sheila joined our Welland office in 2006, she has successfully managed all facets of our branch operation and client services. Prior to joining our office, Sheila had 12 years experience as an office administrator and in computer services.

In 2010, Sheila earned the internationally recognized CERTIFIED FINANCIAL PLANNER® designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.

Sheila is a graduate of Niagara College of Applied Arts and Technology with a diploma in Business Administration. She has since completed the fourth level of study in the Certified General Accounting Program.

Contact Sheila

Hollis Wealth Niagara - Candace Pennachietti

Candace Pennachietti

Office Administrator &
Client Support Associate

Candace Pennachietti

Candace joined our Welland branch in 2013 and has worked in the industry since 2005. She has over 20 years of experience as an office administrator.

Candace is one of our branch assistants and is responsible for administration and client services in support of HollisWealth Advisors.

Candace is a graduate of Brock University, with a BA in Sociology.

Contact Candace

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the HollisWealth Welland 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