2016 Update

New Year, New Statements   With a new year, comes new and improved statements. You will notice progressively better reporting on your HollisWealth quarterly statements this year, and years to come. This includes data about your investments (initial amounts invested, performance and benchmark information), which would normally be communicated to you by us at regular [...]

By |2017-10-31T14:40:40-04:00January 18th, 2016|Dean's Blog|0 Comments

Fall Newsletter

Our team and office are growing!   You may have noticed that Haldenby Financial Group has expanded out to the Petrolia to better service clients. Our newly renovated office is located at 4359 Petrolia Line and you are more than welcome to pop-in for a visit with our licensed assistant, Amanda Malette for a visit! [...]

By |2017-10-31T14:40:40-04:00January 13th, 2016|Dean's Blog|0 Comments

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