Investment Advice

Wealth Management can be a complex process that requires professional knowledge and expertise. The advice of a qualified and experienced Investment Advisor will help ensure you have the best chance of achieving your short and long term financial planning and life goals.

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Claudio understands your investment portfolio is only part of the picture. He looks beyond your portfolio to understand your needs and crafts a comprehensive and integrated financial strategy to minimize your taxes to meet your immediate and long term goals. Picking investments is easy; creating a comprehensive tax, financial and estate plan takes expertise, and Claudio has it.

Client Benefits

  • Professional management of your finances
  • Expert advice, every step of the way
  • Help build and protect your wealth
  • Complete analysis of your financial situation

Claudio Piron brings the best of the CA and Investment Advisor worlds together to bridge the gap between tax and investment advice. Let Claudio and his team of professionals navigate you safely to a secure financial horizon.

 

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