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®

Senior Wealth Advisor
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 Wealth Advisor
Insurance Advisor

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Hollis Wealth Niagara - Veronica Shelvock - Tax Planning Services

Veronica Shelvock, CFP®

Associate Wealth Advisor

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Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Team

  • Our mission is to help our clients make informed financial decisions with confidence. We address clients' concerns, identify issues and provide solutions to ensure peace of mind with their financial well being.
    Andrew Smith
    Senior Wealth Advisor