Haldenby Financial Group - HollisWealth®

📍 1692 Murphy Road, Sarnia Ontario, Canada

Haldenby Financial Group - HollisWealth® is an independent Southwestern Ontario financial planning firm (since 1988) providing personalized investment, insurance, retirement, tax, estate and group benefits planning with a conservative 'buy, hold, prosper' investment philosophy, long-term relational client service, local community sponsorship, succession into HollisWealth, and modern digital servicing (Wealthtracker, e-signatures, remote and in-person appointments).

✨ How to use Wealthtracker locally? ✨ How reduce small business benefit costs? ✨ Which estate rule changes matter locally? ✨ Ask the Haldenby Financial Group - HollisWealth® Genius

🕰️ Organization Hours:

Monday 9:00am - 5:00pm

Tuesday 9:00am - 5:00pm

Wednesday 9:00am - 5:00pm

Thursday 9:00am - 5:00pm

Friday 9:00am - 5:00pm

Saturday 10:00am - 1:00pm

Sunday 10:00am - 1:00pm

Dec 26: Closed for Christmas & Boxing Day (documented holiday closure in Haldenby Financial Group notices)

Jan 2: Closed for New Year's (documented closure on January 2 in Haldenby Financial Group notices)

Last updated on Feb 8th, 2026

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Haldenby Financial Group Overview

Haldenby Financial Group - HollisWealth®, founded by Cathy Haldenby in 1988, offers comprehensive financial planning services in Southwestern Ontario, focusing on building long-term relationships with clients.

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