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 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 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