Meet The Team

What you can expect from Claudio

Claudio PironWhen you deal with Claudio and his team of financial service professionals, you will receive personalized time and attention. Claudio wants to understand your “why”-why you need your portfolio to do well, whether it’s to save for retirement, take care of elderly parents or put your children through school without going broke in the process.

Claudio’s expertise in tax minimization strategies, estate and succession planning and investment expertise will provide you with a comprehensive financial plan.

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.

Our dedicated team of professionals brings to together tax advice, investment management and estate planning. This ensures that each strategy is integrated in the context of your overall personal and financial situation.

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 FNANCIAL PLANNER®, Chartered Strategic Wealth Professional (CSWP) and his Tax and Estate Practitioner 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.

Angela Scarpelli

Administrative Assistant

Angela ScarpelliAngela has worked in the investment industry for over 16 years in an administrative capacity and has a good working knowledge of the needs of a busy practice. She has excellent administrative and communication skills and is responsible for performing daily administrative functions in a punctual, professional manner while providing the highest quality client service.

Angela is a key member of our team and provides a level of customer service that is second to none in our industry. You will enjoy dealing with Angela regarding all your administrative needs.

Contact Claudio

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

HollisWealth Insurance Agency Ltd.
4 Director Court, Suite 110
Vaughn, Ontario, L4l 3Z5
Phone: 905 712 9302
Fax: 905 712 9330

Mutual Fund Dealers Association of Canada