Professional Investment, Tax and Legal Advisors in Niagara

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

Our iA Private Wealth branch 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 Team

  • Providing a framework to make financial decisions and develop customized solutions. We are here to support our clients so they can make financial decisions confidently today and in the future.
    Veronica Shelvock
    Associate Investment Advisor