Plan well. Live wealthy.

At Haldenby Financial Group we focus on your WealthPlan so you can live your dream.

Haldenby Financial Group partners with individuals, couples, families and businesses to develop a personalized WealthPlan.  Then we work the plan to achieve their future goals and dreams.  We prefer to work with clients who are interested in fostering a long-term financial advising relationship.

Haldenby Financial Group is a family business with offices in Sarnia, Petrolia and Chatham, Ontario.  Our team has over fifty years of combined experience in the financial services industry.

“By failing to prepare, you are preparing to fail.” – Benjamin Franklin

Whether you want to save for your first home, pay for your children’s education, improve your lifestyle, retire wealthy or pass your wealth on to future generations you need a solid financial plan or it simply will not happen.  Our passion is helping you define, plan and implement strategies to achieve your dreams and ensure your wealth.

We value transparency, integrity, trust, support, quality, innovation and giving back.

Catherine Haldenby, CFP®, Senior Advisor, Insurance Advisor
Catherine Haldenby, CFP®, Senior Advisor, Insurance AdvisorInvestia Financial Services Inc. & HollisWealth Insurance Agency Ltd.
A professional senior CERTIFIED FINANCIAL PLANNER® who has over 28 years of experience in the financial and insurance industry. Cathy works primarily with clients in their retirement phase of life and devotes most of her time to investment, income and estate/legacy planning.
Dean Haldenby, H.B.COMM., CFP®, Senior Advisor, Insurance Advisor
Dean Haldenby, H.B.COMM., CFP®, Senior Advisor, Insurance AdvisorInvestia Financial Services Inc. & HollisWealth Insurance Agency Ltd.
A senior financial & insurance advisor and a professional CERTIFIED FINANCIAL PLANNER®, Dean has worked as Cathy’s financial planning partner for the past 6 years. Prior to joining his family business, Dean worked as the President of the Student Federation of the University of Ottawa after earning his degree in business finance (honours) from the Telfer School of Business. Dean is also a professor in entrepreneurship, financial planning & investments at Lambton College.

Our Valuable Team Members

Tim Ternosky, H.B.COMM.
Tim Ternosky, H.B.COMM.Financial Advisor & Insurance Advisor, HFG Chatham
Tim has an in-depth understanding of investments and financial planning. A graduate of the University of Windsor, Odette Business School, Tim has a degree in finance and is focused on translating his education and experience into results for his clients. Tim will be the director of Haldenby Financial Group’s Chatham office and working closely to culture relationships in that area.
Taylor Wales, H.B.COMM.
Taylor Wales, H.B.COMM.Associate Financial Advisor & Insurance Advisor, HFG Petrolia
Taylor has a deep understanding of portfolio management, allocation and financial planning. Taylor recently moved back to his hometown of Sarnia after working under HollisWealth in Toronto. He is a graduate of the University of Guelph’s College of Business and Economics as well as George Brown College’s Financial Planning graduate program. As an Advisor, Taylor is dedicated to fulfilling his education and is currently a candidate for the CFP® designation.
Patricia Mcknight
Patricia McknightExecutive Assistant
An integral member of the Haldenby Financial Group Team, Pat has worked with the firm since 2003. Pat works closely with advisors to ensure excellence in customer service and administration. Since 1992 she has enjoyed singing in the Women’s BBS Chorus, and loves spending time with her family and grandchildren.
Jami Hornbostel
Jami HornbostelClient Care Specialist
Jami is Haldenby Financial Group, Petrolia’s administrators – she ensures client requests are processed and enjoys assisting clients with any of their client service needs or questions.
Shellie Topping
Shellie ToppingClient Care Specialist
Shellie has been in the financial industry since 2009 and brings an extensive knowledge to Haldenby Financial Group. Her previous experience in management, sales and client services are ideal for her work as a Client Care Specialist. Shellie graduated from Lambton College from Business Administration-Marketing and completed her Investment Securities certification. As part of the administration team, her enthusiasm and professionalism have added value to the dedicated team of advisors.