Financial Planning & Wealth Management Services

Financial Planning & Wealth Management Services at HollisWealth in Welland, Ontario

Our iA Private Wealth team provides Niagara residents with a comprehensive range of wealth and financial management services provided by experienced CERTIFIED FINANCIAL PLANNER® professionals and investment advisors.


Investment Planning

Building your unique investment portfolio requires thought and consideration. Learn how we can help you choose investments that meet your needs.

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Trust & Estate Planning

Our estate planning services help Niagara residents efficiently transfer wealth from one generation to the next, regardless of complexity.

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Retirement Planning

We work with you to understand your full financial situation so we can provide a retirement solution that will support you through your entire life cycle.

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Tax Planning

A sound financial picture includes tax planning. We offer our expertise to help Niagara residents minimize the tax impact on their financial plans.

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Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Team

  • A disciplined approach, a high level of care and a commitment to integrity and transparency. We support our clients in pursuing and achieving their financial goals.
    Bill Pachereva
    Investment Advisor