• Our consultative approach has you sitting side by side with our financial pros, tackling challenges together.

    We're all on the same team. You'll be involved every step of the way.

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  • With HollisWealth, you'll be able to join a group of other successful retirees calling Niagara home.

    Successful retirement planning will allow you to take advantage of all of the great activities Niagara has to offer.

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  • Strategic Estate Planning involves much more than simply creating a will for your heirs.

    Whether your estate is complex or you just want to relieve your surviving family members of stress, we can help.

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  • Nobody likes paying more taxes than they have to
    – a successful plan helps mitigate tax liabilities.

    With HollisWealth, you have access to accredited tax specialists to help you with forward planning.

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Financial Planning & Investment, HollisWealth Welland

Why Choose Us?

We know you have a choice when looking for an investment advisor in Niagara.

Discover What Sets Us Apart

HollisWealth Welland Financial Advisors, Niagara

The HollisWealth Welland Team

Your team of Niagara-based Investment Advisors that listen, collaborate and care.

Meet Our Advising Team

Financial Planning Services, HollisWealth, Welland

Comprehensive Financial Services

Our broad range of financial services cover all aspects of your financial planning process.

More Than Just Investments

Financial Planning For Niagara Residents

Your financial health & well-being is our business.

For over 20 years, our financial planning team has been working with individuals and businesses in the greater Niagara Area, managing their financial affairs and planning their future.

Our experienced investment advisors, CERTIFIED FINANCIAL PLANNER® professionals and insurance advisors have the knowledge and the commitment to guide your decision making and support your personal financial and lifestyle goals.

Contact Us

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
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Financial Planning Services

Talk to us about our broad range of financial planning services offered at HollisWealth Welland.

At the Welland branch of HollisWealth, in Niagara, we help clients manage their financial affairs to achieve financial and lifestyle goals.
  • Investment Planning
  • Retirement Planning
  • Trust & Estate Planning
  • Tax Planning

Financial Planning Services