Financial Planning & Wealth Management Services

Financial Planning & Wealth Management Services at HollisWealth in Welland, Ontario

Our iA Private Wealth team provides Niagara residents with a comprehensive range of wealth and financial management services provided by experienced CERTIFIED FINANCIAL PLANNER® professionals and investment advisors.

Investment Planning

Building your unique investment portfolio requires thought and consideration. Learn how we can help you choose investments that meet your needs.

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Trust & Estate Planning

Our estate planning services help Niagara residents efficiently transfer wealth from one generation to the next, regardless of complexity.

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Retirement Planning

We work with you to understand your full financial situation so we can provide a retirement solution that will support you through your entire life cycle.

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Tax Planning

A sound financial picture includes tax planning. We offer our expertise to help Niagara residents minimize the tax impact on their financial plans.

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Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Team

  • Providing a framework to make financial decisions and develop customized solutions. We are here to support our clients so they can make financial decisions confidently today and in the future.
    Veronica Shelvock
    Associate Investment Advisor