Haldenby Financial Group - HollisWealth®

Haldenby Financial Group - HollisWealth is a Sarnia-Lambton based independent financial planning firm founded by Cathy Haldenby in 1988 and now led by Dean Haldenby. The firm provides investments, insurance, retirement, estate, tax and mortgage planning, TFSA guidance, and tailored group benefit plans, combining a conservative 'buy, hold, prosper' investment philosophy with digital servicing via Wealthtracker. Haldenby emphasizes long-term relational advice, local community sponsorships, and a formal succession into HollisWealth to ensure continuity of client care.