Investment Advisors

Financial Advisors at HollisWealth in Welland, Ontario

We are a team of Niagara-based Investment Advisors that listen, collaborate, track and care about your personal wealth and financial well-being.

Hollis Wealth Niagara - Andrew Smith - Tax Planning Services

Andrew Smith, B.Sc., MBA, CFP®

Investment Advisor 
Director, Private Client Group

Insurance Advisor

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Hollis Wealth Niagara - Bill Pachereva - Tax Planning Services

Bill Pachereva

Investment Advisor
Insurance Advisor

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Hollis Wealth Niagara - Susan Tessier - Tax Planning Services

Susan Tessier, CFP®

Associate Investment Advisor
Insurance Advisor

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Hollis Wealth Niagara - Veronica Shelvock - Tax Planning Services

Veronica Shelvock, CFP®

Associate Investment Advisor

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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