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

  • We work hard to ensure our client's receive the information they need in a timely fashion. From preparing detailed tax reports to helping you better understand your statement, we are here to help.
    Candace Pennachietti
    Office Administrator