Our goal is to enrich the lives of our clients by providing them with quality financial and insurance services and solutions and by guiding and assisting them in building their financial independence. Providing a superior level of service and solutions to meet our client's total planning needs for a successful future.
Giving access to a broad array of competitive financial products and services designed to meet the needs of individuals, families, businesses and organizations. Pro-actively adapting to the changing needs of our clients by providing easier and more convenient ways for them to do business with us.
Giving access to a broad array of competitive financial products and services designed to meet the needs of individuals, families, businesses and organizations. Pro-actively adapting to the changing needs of our clients by providing easier and more convenient ways for them to do business with us.
Services
In 1980 Bruce Holmlund opened the doors of Holmlund Financial Services in Fort Frances, ON. The company had much success selling life insurance for a single company but quickly realized that there was a need in our community for a wider array of products and services. The search was on and in 1983 partnerships were created with several of the top Canadian financial institutions giving our clients access to a multitude of solutions.
Susan Bodnarchuk has spent the last 33 years building one of the premier independent financial advisory firms in North Western Ontario. After mailing in a resume for an anonymous reception position, Susan joined Bruce Holmlund's practice in 1987. She often talks fondly about this chance opportunity with Bruce as a pivotal moment of her career.
Markets are continually changing and understanding how or if it affects you can be overwhelming. That's why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions - now and in the future. It's not what we have in life, but who we have that matters.
Unfortunately, your inheritance doesn't (usually) come with instructions. If you've recently received a sizeable windfall, follow these 5 tips to being a good steward of your inheritance. If you've been considering whether or not to incorporate your small business, weighing these pros and cons may help make your decision easier.
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