Schedule an Appointment

Financial Advisors at HollisWealth in Welland, Ontario

We are here to help! Have a quick question and want to schedule a time for a phone call to discuss or want to setup a Zoom or a face-to-face meeting to review your portfolio? You can now book online by selecting one of the options below.

Andrew Smith, B.Sc., MBA, CFP®

Senior Wealth Advisor
Insurance Advisor

Book an Appointment with Andrew

Bill Pachereva

Investment Advisor
Insurance Advisor

Book an Appointment with Bill

Susan Tessier, CFP®

Associate Investment Advisor
Insurance Advisor

Book an Appointment with Susan

Veronica Shelvock, CFP®

Associate Investment Advisor
Retirement Planning 

Book an Appointment with Veronica

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Team

  • We know how important customer service is to our clients. You want to know that someone will pick up the phone when you call. Interacting with our clients is the most enjoyable part of my day!
    Susan Tessier
    Associate Investment Advisor