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Recent Works

Here for you and your family: COVID-19 Information & Update

Re: Here for you and your family. As most of you are aware, the COVID-19 (Corona virus) has caused unprecedented events to transpire around the world. Our team wanted to take a moment to ensure that you and your loved ones are fairing well during this time of confusion and uncertainty. At Haldenby Financial Group, [...]

By | March 17th, 2020|Dean's Blog, Latest News, Uncategorized|0 Comments

December 2019 Holiday Office Hours

Merry Christmas, Happy New Year & Happy Holidays to you and your family! Our office hours for the 2019 Holiday Season are as follows:   Sarnia Office December 23rd & 24th     9am - Noon December 25th                   Closed December 26th                  Closed December 27th                  9am - Noon December 30th & [...]

By | December 2nd, 2019|Dean's Blog|0 Comments

2018 Entrepreneur of the Year Nomination

Dean has been nominated for the 2018 Entrepreneur of the Year from the Sarnia-Lambton Chamber of Commerce.  The Outstanding Business Achievement Awards take place on October.12th, 2018 at 6pm at the historic Imperial Theatre in downtown Sarnia! Tickets can be purchases for  the annual event at: Imperial Theatre Box Office    

By | September 7th, 2018|Dean's Blog|0 Comments

2017 RRSP Contribution Deadline

The RRSP contribution deadline for the 2017 year is March.1st, 2018! If you would like to make a contribution to your RRSP or open a new account, please contact our offices.  If you are unsure if you should make a contribution, we can assist you in calculating the most efficient amount. Sarnia - 519-542-1191 Petrolia [...]

By | January 3rd, 2018|Dean's Blog|0 Comments

Chatham Office is Moving, Upstairs!

Just a friendly note to let you know that effective November.13th, 2017, the Chatham HollisWealth office is moving (upstairs - to Suite 205 - in the same building).  Our contact information will not change. The most convenient oarking, entry point & elevator is located at the EAST side of the building (at Richmond & Currie [...]

By | November 8th, 2017|Dean's Blog|0 Comments

Industrial Alliance (IA) Transition

HollisWealth is being acquired by iA Financial Group. Recently a notice went out to clients notifying them about the sale of HollisWealth to iA Financial. iA Financial (Industrial Alliance) is one of the largest independent financial and investment planning firms in Canada, with over 125 years experience helping Canadian families with their investments, insurance and [...]

By | June 16th, 2017|Dean's Blog|0 Comments