• Business Succession Planning

    As a business owner I never had time to think about my succession plan.

    Claudio helped me realize that failing to plan early and adequately

    for the succession of my business can have serious implication.

    Thanks to Claudio, I feel confident that things are on the right track.

    Now I can continue to concentrate on my business

    until it is time to retire.

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  • Financial Planning

    Before we met Claudio, we were not very confident

    with our personal financial future.

    However, with Claudio's help and a solid financial plan

    we feel confident that we are on the right track

    with our financial affairs.

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  • Estate Planning

    Working with Claudio on our estate plan gave us a piece of mind

    knowing that our affairs are in order and our loved ones

    are protected and provided for.

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Claudio Piron - Service Expectations

  • We don’t work with everybody. We work with about 80 families who have higher-than-average assets. We adhere to a written list of service expectations. These expectations are reviewed annually and modified to ensure we provide the highest personalized service standard. Service is the one thing I can control. Things get done quickly and correctly because I work with a small number of clients.
  • If you become my client, I will handle your account personally. I won’t hand it off to another advisor or send it to a customer service area elsewhere.
  • I have 17 years experience as an Investment Advisor and Tax Specialist*. My assistant, Angela Scarpelli has 16 years experience within the investment industry. I am responsible for all investment, tax and estate planning decisions. This responsibility is never reassigned to a junior or intermediate broker. All administration is overseen and managed by Angela.

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Who is Claudio Piron?, CPA, CA, CFP®, FCSI, CSWP, TEP

claudio470 Drawing on three decades of experience in advising clients on investments, tax minimization and trust and estate planning, Claudio is uniquely qualified to provide prudent and proactive stewardship to affluent investors. A graduate of Schulich School of Business and articled with the chartered account firm BDO, Claudio holds some of the most respected professional designations, including Chartered Accountant (CA), CERTIFIED FINANCIAL PLANNERr®, Chartered Strategic Wealth Professional (CSWP) and the Tax and Estate Practitioner (TEP) designation. Claudio Piron is among the first Investment Advisors in Canada to successfully complete and pass the independent qualification process and earn the Accretive Elite™ Advisor distinction. The Accretive Elite™ Advisor Program recognizes Investment Advisors for their practice discipline and commitment to client service excellence.

What is an Accretive Elite™ advisor?

An Accretive Elite™ advisor is an Investment Advisor who has an established record of providing service excellence. Only the finest, most distinguished financial advisors qualify for Accretive Elite™ status. When an Investment Advisor earns the Accretive Elite™ distinction, it means that their clients agree that they provide the highest standard of service. It is recognition that the way they conduct themselves and operate their practice is unparalleled, with client satisfaction ratings that are unsurpassed. A distinction that must be earned

What are Claudio's clients saying?

Claudio has been our investment advisor for almost 10 years now. When we first went to him our portfolio was suffering and his expert advice enabled us to get it back into shape. He was able to help us through the most recent dip in the market as well; keeping us focused on the long term and even providing a few insights. Claudio always makes us feel like we’re of his wealthiest clientele even though we aren’t I’m sure. I have great respect for Claudio and recommend his services whole-heartedly. - Ken Jacobsen (client since 2002)
For years Claudio has provided honest, straight-forward investment advice that has proven to be accurate, reliable and financially rewarding. He has listened to our long-term goals and objectives, and has consistently delivered tailored investment products. He and Daniella also facilitated seamless banking services from National Bank which were timely and very cost effective. - Mark Frawley, M.A. (Oxon.), LL.B. (client since 2002)
My wife and I truly appreciate Claudio’s advice, understanding, and execution of our investment and retirement planning objectives. - Michael Willis, B.Comm Chartered Accountant (client since 1998)

How we can Help!

Recognized for our expertise in tax minimization strategies, we have developed a unique proficiency which allows us to thoroughly analyze how tax laws affect your financial affairs and design comprehensive strategies tailored to your needs. We help you achieve a piece of mind with the following services.

Contact Claudio

Claudio Piron CPA, CA, CFP®, CSWP, TEP
Senior Investment Advisor
Insurance Advisor

HollisWealth
HollisWealth Insurance Agency Ltd.
4 Director Court, Suite 110
Vaughn, Ontario, L4l 3Z5
Phone: 905 712 9302
Fax: 905 712 9330
Email: claudio.piron@holliswealth.com