Veronica Shelvock, Associate Investment Advisor in Niagara

Associate Investment Advisor at HollisWealth in Welland, Ontario

With a CERTIFIED FINANCIAL PLANNER® designation and a Certificate in Retirement Strategy from Canadian Securities Institute, Veronica Shelvock is the retirement planning partner you want on your side as you work towards your goals.

Hollis Wealth Niagara - Veronica Shelvock - Tax Planning Services

Veronica Shelvock, CFP®

Associate Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.

Contact Veronica

Experience & Education

Veronica started her career in our Welland Office in 2004. She has proven to be a very quick study, and with her commitment, desire and aptitude, has successfully managed all facets of our Branch operation and client services from Executive Assistant to Associate Investment Advisor.

In 2006, Veronica earned the internationally recognized CERTIFIED FINANCIAL PLANNER® designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.

Outside of the office, Veronica enjoys spending time with her husband, Alex, and their two daughters.

Veronica is a past Valedictorian of Notre Dame College School, Welland.

Financial Planning Services

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the HollisWealth 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