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 work hard to ensure our client's receive the information they need in a timely fashion. From preparing detailed tax reports to helping you better understand your statement, we are here to help.
    Candace Pennachietti
    Office Administrator