Administration & Support

Administration & Client Services at HollisWealth in Welland, Ontario

At our iA Private Wealth branch, 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
iA Private Wealth

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 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.

Contact Sheila

Hollis Wealth Niagara - Candace Pennachietti

Candace Pennachietti

Office Administrator &
Client Support Associate

Candace Pennachietti

Candace joined our office 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 iA Private Wealth 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 iA Private Wealth Team

  • A disciplined approach, a high level of care and a commitment to integrity and transparency. We support our clients in pursuing and achieving their financial goals.
    Bill Pachereva
    Investment Advisor