Plan well. Live wealthy.
At Haldenby Financial Group we focus on your WealthPlan so you can live your dream.
Haldenby Financial Group partners with individuals, couples, families and businesses to develop a personalized WealthPlan. Then we work the plan to achieve their future goals and dreams. We prefer to work with clients who are interested in fostering a long-term financial advising relationship.
Haldenby Financial Group is a family business with offices in Sarnia, Petrolia and Chatham, Ontario. Our team has over fifty years of combined experience in the financial services industry.
“By failing to prepare, you are preparing to fail.” – Benjamin Franklin
Whether you want to save for your first home, pay for your children’s education, improve your lifestyle, retire wealthy or pass your wealth on to future generations you need a solid financial plan or it simply will not happen. Our passion is helping you define, plan and implement strategies to achieve your dreams and ensure your wealth.
We value transparency, integrity, trust, support, quality, innovation and giving back.
Cathy started working in the health care field as a nurse and small business owner in 1975. In 1988 she decided to enter the wealth protection industry at Prudential Assurance of Canada and worked as a life agent. Cathy began working with Canada Life in 1992, The Investment Centre in 1995, and ultimately HollisWealth/Investia in 2004.
