We know you have a choice when looking for an Investment Advisor in Niagara who can help guide your financial planning decisions – and we hope you'll consider our team at our HollisWealth office in Welland.
Our team's professional standards and knowledge set the standard in our industry.
Practice standards provide the foundation in designing each client's personal plan, which is monitored, updated and reported during regularly scheduled periodic reviews. Plus, the professional depth provided by our team of CERTIFIED FINANCIAL PLANNER® professionals and supporting staff results in a simple four-step collaborative process.
We consider professional accreditation mandatory for working with clients.
At the HollisWealth Welland branch, professional accreditation is mandatory for all of our Investment Advisors. We want you to be comfortable knowing that our market intelligence and information is current and relevant. We believe our advisors will be able to serve you better.
Our team includes CERTIFIED FINANCIAL PLANNER® professionals – so your team does too!
The CERTIFIED FINANCIAL PLANNER® designation is recognized across Canada and throughout the world as the standard for education, examination, ethics and experience. Trust is at the heart of the financial planning relationship and you need to be able to trust in your financial planner's competence and integrity.
We have the experience and stability you can expect and trust.
As Welland's oldest and largest professional financial planning practice, we are proud of the experience, stability and continuity we bring to customers. There is a comfort that comes from the knowledge that your advising team will be with you today and for years to come.