Andrew Smith - Niagara Finance & Tax Advisor

Andrew Smith, Investment Advisor at HollisWealth


Sound tax advice is key to a healthy financial position.

Andrew is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor with HollisWealth. He is also an Insurance Advisor with Hollis Insurance providing estate planning services and solutions.

Understanding the intricacies of tax planning as it impacts financial planning strategies, Andrew offers the services of A Tellier Accounting and Bookkeeping to provide specialized tax preparation and guidance to accountants, lawyers and financial management professionals to support the services they deliver to their clients.

As part of the overall service spectrum, Andrew also realizes that business bookkeeping and accounting services would be valuable to business clients, so extended the scope of services offered by A Tellier Accounting and Bookkeeping to include these.

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Thoughtful, strategic tax planning to benefit your full financial picture.

Whether it's personal or business – or both – our team will take the time to listen to your goals.

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COVID-19 NOTICE

Your taxes can still be processed but as of Mar 24, 2020, our office will be closed due to COVID-19.

Please feel free to drop off your personal income taxes through the mail-slot. To protect your privacy, be sure to have your documents in a sealed envelope. The taxes will continue to be completed on a first come first serve basis. Those who have access to scanning, emailing and electronic banking will be able to have their tax returns e-filed upon completion. For further information, please feel free to contact me at call the office at (905) 732-7555 or angie@atellier.ca.

Stay Safe!!