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

Contact Sheila

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 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