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. 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 team has over fifty years of combined experience in the financial services industry. 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.
Services
Our WealthPlan is a customized financial plan designed with attainable targets and goals based on your future hopes and dreams. Our advisors gain a complete understanding of your current financial situation and your future goals before developing strategies and creating your personalized plan.
A Growth WealthPlan is created for clients who are purchasing a new home, saving for vacations or other large expenses, reducing debt or assisting with children's education.A Retirement WealthPlan is for clients who are focused on paying off their mortgage faster, retirement and security, buying a vacation home or helping their children purchase a home.
A Growth WealthPlan is created for clients who are purchasing a new home, saving for vacations or other large expenses, reducing debt or assisting with children's education.A Retirement WealthPlan is for clients who are focused on paying off their mortgage faster, retirement and security, buying a vacation home or helping their children purchase a home.
What does it mean to be a WealthPlan client? Think of it as a partnership between you and your financial advisor with both parties committed to realizing your future dreams. Together we develop a financial plan and then work that plan to achieve your goals.
Our clients attend regular WealthPlan reviews, notify us of any drastic changes in risk, finances or lifestyle, monitor their plan using our online WealthTrackerTM and have the option of attending wealth seminars and events.Our advisors are dedicated, professional and experienced.
Our clients attend regular WealthPlan reviews, notify us of any drastic changes in risk, finances or lifestyle, monitor their plan using our online WealthTrackerTM and have the option of attending wealth seminars and events.Our advisors are dedicated, professional and experienced.
The world of insurance can be confusing and overwhelming. What type of insurance do I need? How much insurance? How can I guarantee my income? Our advisors have the skill and knowledge to expertly guide you through your financial insurance options to ensure that your lifestyle and wealth are protected.
Tired of paying rent? Are you ready to purchase your first home? We offer a full range of mortgage services. Banks are not the only mortgage lenders in town and it pays to shop around. Beyond securing a mortgage and a competitive mortgage rate, our advisors show you how to pay less interest and reduce your mortgage faster.
How are you going to invest my money? How much risk is involved with investing? What do all those acronyms stand for? Our advisors research and select the investment products that are the right fit your WealthPlan. Whether you want to pay for your children's education, buy your first home, build wealth for retirement or pass your wealth along we have the right product to meet your needs.
Reviews
Be the first to review Haldenby Financial Group.
Write a Review
