My Account

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 Wealth Advisor
iA Private Wealth

Contact Veronica

Experience & Education

Veronica started her career in our 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 Wealth 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.

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 iA Private Wealth Team

  • Our mission is to help our clients make informed financial decisions with confidence. We address clients' concerns, identify issues and provide solutions to ensure peace of mind with their financial well being.
    Andrew Smith
    Senior Wealth Advisor

Thoughtful, strategic financial planning to benefit you and those you love.

Whether it's personal or business – or both – our team will take the time to listen to your financial goals.

Why iA Private Wealth?

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

*Insurance products are provided through iA Private Wealth Insurance. Only services offered through iA Private Wealth Inc., are covered by the Canadian Investor Protection Fund.

Advisor Report  Regulated by CIRO CIPF Member


Copyright © 2024. All Rights Reserved.
Website Designed by Delta4 Digital.
Managed with Tymbrel