Professional Investment, Tax and Legal Advisors in Niagara

A Complete Team of Professional Financial, Tax and Legal Advisors Under One Roof in Niagara

iA Private Wealth in Welland offers a complete array of professional financial services including tax, legal and financial planning under one roof.

HollisWealth Welland, Financial Advisors

With a powerhouse of expertise in one office, you can rest assured that your finances are handled efficiently and responsibly.

Investment Advisors

We care about your personal wealth and financial well-being.

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Outside Partners

We work with you to fully understand your tax situation.

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Client Support

Our administrative staff work with you to ensure peace of mind.

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Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth 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