Financial Planning & Wealth Management Services

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

The HollisWealth Welland 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 Welland and 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 HollisWealth Welland Team

  • We work with our clients to develop a comprehensive perspective on their financial situation and work to help them achieve their goals. Our client's success is our success.
    Sheila Smith
    Licensed Assistant