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

Read Bio

Hollis Wealth Niagara - Bill Pachereva - Tax Planning Services

Bill Pachereva

Investment Advisor
Insurance Advisor

Read Bio

Hollis Wealth Niagara - Susan Tessier - Tax Planning Services

Susan Tessier, CFP®

Associate Investment Advisor
Insurance Advisor

Read Bio

Hollis Wealth Niagara - Veronica Shelvock - Tax Planning Services

Veronica Shelvock, CFP®

Associate Investment Advisor

Read Bio

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the HollisWealth Welland Team

  • We support our client's wealth focused decision making with insightful analysis, unbiased and informed advice. We address the concerns of our clients and provide solutions to ensure peace of mind.
    Susan Tessier
    Associate Investment Advisor