Sheila Smith, Licensed Assistant in Niagara

Licensed Assistant at HollisWealth in Welland, Ontario

With Sheila on your financial planning team, you can be confident that your financial decisions are being driven by a comprehensive understanding of your total financial picture.


Hollis Wealth Niagara - Sheila Smith - Tax Planning Services

Sheila Smith, CFP®

Licensed Assistant
iA Private Wealth

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Experience & Education

Sheila joined our Welland office in 2006, she has successfully managed all facets of our branch operation and client services. Prior to joining our office, Sheila had 12 years experience as an office administrator and in computer services.

In 2010, Sheila earned the internationally recognized CERTIFIED FINANCIAL PLANNER® designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.

Sheila is a graduate of Niagara College of Applied Arts and Technology with a diploma in Business Administration. She has since completed the fourth level of study in the Certified General Accounting Program.

More About Our Financial Planning Services

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Welland 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