About Us

What Claudio Brings to the Table?

Claudio wasn’t always a Senior Investment Advisor. For 16 years, after qualifying as a Chartered Accountant, he worked as Vice President Finance, as a division controller and host of other executive positions in Europe, the USA and Canada for companies such as Schlumberger and Thyssen AG. He speaks the language of business and understands the challenges business executives and entrepreneurs face.

Like so many other busy executives, Claudio trusted his finances to someone else. When he started training as an Investment Advisor, he realized being a Chartered Accountant (CA) gave him a particular expertise that most Investment Advisors don’t have-he had the tax and business knowledge.

Claudio can leverage his extensive business and tax knowledge with his investment knowledge to craft a financial plan for you that will minimize your tax hit and meets all your financial, succession and estate planning needs.

He is the captain of your yacht to navigate smooth passage to your ultimate destiny. He wants to understand your goals and fears so that he can give you personalized attention with a one-stop tax and investment financial service experience which includes personal tax preparation*.

Claudio’s education includes an honours business degree from the Schulich School of Business, designations of Chartered Accountant, CERTIFIED FINANCIAL PLANNER®, Chartered Strategic Wealth Professional and earned his designation as Trust and Estate Practitioner. He is securities, mutual funds, options and insurance licensed.

He is a member of the Canadian Tax Foundation and a Fellow of the Canadian Securities Institute. Claudio is a strong believer in education and professional training. He and his team have access to all the most current tax and investment regulations.

Let Claudio leverage his professional skills and extensive experience to create a comprehensive, integrated financial plan to meet your unique needs.

TRUST – TRANSPARENCY – PROFESSIONALISM

These values underline our guiding principles, inspire our development and guide our actions. We work with a select clientele to provide a higher level of service and meet complex needs.

Bridging the Gap between Investment and Tax Advice

FAN2022875A rowboat and a yacht will both carry you across the ocean, but a yacht will manoeuvre more easily around sudden changes with minimal danger and discomfort. Investment advice without tax and estate planning alone is like a row boat. Integrated solutions requiring investment, tax and estate planning advice are like the yacht.

Most investment advisors have limited taxation training. Most accountants do not have investment training. Hence, “the gap” two experts who don’t communicate to ensure the client have a cohesive investment and tax strategy.

Whether you are building, preserving or transferring your wealth, we can help you realize your goals with a safe and efficient combination of sophisticated wealth management strategies to protect and enhance your wealth at every life stage.

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.

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

Investment Industry Regulatory Organization of Canada (IIROC)

Canadian Investor Protection Fund