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 |2018-09-07T15:20:33-04:00September 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 |2018-04-10T14:48:07-04:00January 3rd, 2018|Dean's Blog|0 Comments

TFSA Contributions – $5500 for 2018

  As a new year begins, all Canadians over the age of 18 receive an additional $5500 in contribution room for their TFSA accounts.  If you are looking to contribute to your TFSA account or open an account, please contact our offices! Sarnia - 519-542-1191 Petrolia - 519-882-3540 Chatham - 519 -351-6006  

By |2018-04-10T14:48:47-04:00January 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 |2018-04-10T14:49:37-04:00November 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 |2017-10-31T14:40:40-04:00June 16th, 2017|Dean's Blog|0 Comments

Special Rate!

Now’s the perfect time to grow your RRSP –TFSA savings with a special offer from Manulife Bank. Grow your savings Earn 2.50% interest until April 30, 2017 on every new dollar you deposit to a Manulife Bank Tax-Free Advantage Account (TFSA) or Registered Advantage Account (RRSP) by March 15, 2017.1 Save for your long or [...]

By |2017-10-31T14:40:40-04:00December 6th, 2016|Dean's Blog|0 Comments

Year-End Holiday Hours

Please note that Haldenby Financial Group will be closed on Decemeber 26th & 27th for Christmas & Boxing Day.  We will also be closed on January 2nd for New Years. We want to wish everyone a very Merry Christmas, Happy Holidays & New Years!

By |2017-10-31T14:40:40-04:00November 21st, 2016|Dean's Blog|0 Comments

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