Investia Financial Services Inc.
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BILL ROBINSON JR. , CFP®
Financial Advisor, HollisWealth Advisory Services Inc. Insurance Agent, HollisWealth Insurance Agency Ltd.
Bill joined his father in the financial service industry in 1992. His focus is to help clients build and protect their wealth. Bill helps his clients build a secure stream of retirement income, maximize estate value, and consider tax implications all along the way. Bill is also conscious of client’s time and is more than willing to accommodate appointments outside of regular business hours.
Contact Bill Robinson Jr.
ROBIN ROBINSON, BA, CFP®, AMP
Financial Advisor, HollisWealth Advisory Services Inc.
Robin started advising client’s in Toronto in 1995. In 1997, she joined the family business and moved back to her home town of St. Catharines. She is committed to helping client’s prepare for their financial futures – TFSAs, RRSPs and RESPs – as well as transitioning into retirement.
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DAVID BURWELL, BA, CFP®
Financial Advisor, HollisWealth Advisory Services Inc. Insurance Agent, HollisWealth Insurance Agency Ltd.
Dave has been building a better financial future for his clients since 1997. Dave specializes in growing and protecting his clients wealth. Dave will build an investment plan based on your time horizon and risk tolerance so you can have a realistic stream of income for retirement. Dave also makes sure his clients are protected with an effective insurance strategy.
Contact David Burwell
RON OLIVER, BENG, CFP®
Financial Advisor, HollisWealth Advisory Services Inc. Insurance Agent, HollisWealth Insurance Agency Ltd.
Ron has been serving his clients financial needs since 1996. His areas of interest are investment advice, group RRSP’s, & life insurance. Ron is also a 20 year member of the St.Catharines Gyro Club & a retired professional engineer.
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KIM ROSATI
Administrative Assistant
Kim has been involved in the day to day operations & administrative support of the office since 2003. Kim is a wife to her husband Nick & mother to two children Cassie & Marc. She is also an active member of voice for hearing impaired children.
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PATTI JOHNSON
Administrative Assistant
Patti has served the needs of our clients since 2011. She specializes in customer service & administration. Although everyone at the office knows her as Patti, at home she is known as Super Mom to her 3 children.
Contact Patti Johnson
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