We know you have a choice when looking for an investment advisor in Niagara.
Your team of Niagara-based Investment Advisors that listen, collaborate and care.
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.
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