HollisWealth

Holliswealth in Welland, ON, represents innovation in financial advising through the Investia Client Portal, led by Roman A. Groch. As of July 3, 2025, Roman is embracing a new lifestyle while continuing to provide investment strategies to enhance clients' financial well-being.

Roman emphasizes a principles-based approach to investments, exemplified by the incorporation of the 4-Way Test in his advisory practice. This ethical framework guides his commitment to offering trustworthy and client-focused financial services.

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