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.