Susan Tessier, Associate Investment Advisor in Niagara

Associate Investment Advisor at HollisWealth in Welland, Ontario

Susan Tessier offers her Niagara clients the benefits of combined CERTIFIED FINANCIAL PLANNER® designation and insurance solutions*.

Hollis Wealth Niagara - Susan Tessier - Tax Planning Services

Susan Tessier, CFP®

Associate Wealth Advisor
iA Private Wealth
Insurance Advisor

iA Private Wealth Insurance*

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Experience & Education

From college graduation, Susan started her financial career in our office in 1993. She has successfully managed all facets of our branch operation and client services from Executive Assistant to Associate Wealth Advisor.

Susan is also an insurance advisor with iA Private Wealth Insurance. providing estate planning services and solutions.

In 2002, Susan earned the internationally recognized CERTIFIED FINANCIAL PLANNER® designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.

Susan is a graduate of Niagara College of Applied Arts & Technology with a diploma in Business Accounting.

Financial Planning Services

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Team

  • We work hard to ensure our client's receive the information they need in a timely fashion. From preparing detailed tax reports to helping you better understand your statement, we are here to help.
    Candace Pennachietti
    Office Administrator