About Us2019-05-16T10:48:27+00:00

A Reputable Firm of Financial Advisors

Action Financial Group in St. Thomas, ON has been offering solid financial advice as well as investment products and services for more than 24 years. With our extensive experience, you can rest assured we are the right team on which to depend.

About HollisWealth

As independent business owners, HollisWealth advisors are fully invested in you. We know what it takes to be an entrepreneur and will work with you to create a plan that fits your unique business needs and goals. At HollisWealth, you’ll find an advisor who understands how to build your wealth – and is always ready to listen.

Hollis Wealth Action Financial

A member of iA Financial Group’s wealth management division, HollisWealth is one of Canada’s premier financial advisory networks with over 700 advisors across the country. With a focus on providing investment and financial strategies, HollisWealth offers individuals, families, and businesses fully integrated wealth solutions.

Action Financial Group, HollisWealth, a division of Industrial Alliance Securities Inc.

In 1980, Regal Capital Planners opened an office in St. Thomas under the leadership of Sine Herold. In 1999, Regal merged with a number of other financial planning firms to become Cartier Partners. In 2004, DundeeWealth purchased Cartier Partners. In 2011, ScotiaBank acquired DundeeWealth and changed the name in November 2013 to HollisWealth. On August 4, 2017 HollisWealth was acquired by Industrial Alliance Financial Group (iA Financial Group). iA Financial Group is an iconic Canadian brand that was founded in 1892. At Industrial Alliance Securities Inc. (iA Securities), we share the same commitment to outstanding service and value that you have come to expect from HollisWealth.

Independence is what allows us to truly serve the best interests of each client. It enables us to provide advice as well as financial services and products that meet their individual needs.

Karin Rimnyak joined the practice in 1995, first as a junior financial advisor, then as a partner, and eventually as the senior advisor. Under her leadership, the team has grown and changed over time.

Our company now includes Associate Investment Advisors Ian Barrie and David Dryburgh, and client service representatives Shelley Leblanc and Nancy Watson.

The time has come to identify ourselves as a team, not separate individuals. Thus, we chose the name Action Financial Group. This name embodies our dedication to being “Active. Reactive. Proactive.”

All of us believe that a team is much stronger than the sum of its parts. As a team, we can better achieve our goal of helping our clients accumulate, grow, protect, and use their assets.

Meet Our Team

Karin Rimnyak (formerly Barrie) MBA, R.F.P., CLU®, CFP®
Investment Advisor, HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor, Hollis Insurance

karin.rimnyak@holliswealth.com

Karin is a CERTIFIED FINANCIAL PLANNER®, professional at HollisWealth and has been working in the field of financial planning and investments since 1995. Karin’s experience allows her to help with comprehensive financial planning including retirement, tax and estate planning, life insurance, mutual funds, stocks, bonds, tax shelters, ETF’s and GIC’s. A member of Advocis, The Financial Advisors Association of Canada, Karin is continuously expanding her knowledge by attending seminars and courses which ensure adherence to the Code of Professional Conduct which Advocis sets forth for advisors.

Karin enjoys the company of her four children and her husband, Bob. She is fond of sports, including golf, badminton and basketball, which she referees in her spare time.  Karin loves music and enjoys playing the piano. Her favourite colour is red, her favourite junk food is Cheetos and the best dessert she’s ever eaten was a Tahitian vanilla crème brûlée. Karin also enjoys vacationing; some of her favourite vacation moments include seeing two oceans meeting at the northern tip of New Zealand, a road trip with her husband from Calgary to Jasper via Golden, BC, and seeing the polar bears at the zoo in Winnipeg in December, 2018.

Ian Barrie
Associate Investment Advisor, HollisWealth, a division of Industrial Alliance Securities Inc.

ian.barrie@holliswealth.com

Ian joined the team in September of 2018. Prior to joining Action Financial Group, Ian worked as a sales representative for a major consumer product company. Ian completed a Bachelor of Arts Degree at The University of Western Ontario in 2015, with a major in Criminology. He is currently working towards completing The Professional Financial Planning Course at Fanshawe College. Ian plans to continue his education and complete his FSPC Level 1 accreditation and eventually earn his CERTIFIED FINANCIAL PLANNER® designation.

Ian lives in Aylmer with his partner, Kelsey, their dog, Max and their two cats. Ian enjoys the outdoors, frequently playing golf and enjoys hunting in the fall season. Ian is currently an active member of the Aylmer Kinsmen Club. Ian’s favourite TV show is Friends, and his favourite vacation spot is Arizona.

David Dryburgh, CEA
Associate Investment Advisor, HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor, Hollis Insurance

david.dryburgh@holliswealth.com

David joined Action Financial Group, HollisWealth in February 2014 as a Licensed Assistant. Since then, he has expanded his knowledge and progressed to the role of Associate Investment Advisor. His experience allows him to work with clients on comprehensive financial planning including retirement planning, tax planning, life insurance, disability/ critical illness insurance, mutual funds, ETF’s, stocks, bonds, etc. As a Certified Executor Advisor, David regularly works with clients to discuss and implement estate plans and provides insight to assist clients through various issues that can arise throughout the estate distribution process. In addition, David can help with transaction processing, problem investigation and resolution, and any other inquiries you may have.

David is also a member of Advocis, CICEA – the Canadian Institute of Certified Executor Advisors – and an affiliate member of STEP Canada (Society of Trust and Estate Practitioners).

In his free time, David loves spending time outdoors with his wife, Lyndsey and their two children, Regan and Brooke. His favourite sports are European football and rugby, he enjoys watching The Office reruns, and his favourite singer is Elton John.

Nancy Watson
Senior Administrative Assistant

nancy.watson@holliswealth.com

Nancy formed part of the Action Financial Group team in 1999 and has 24 years experience in banking customer services and administration in various capacities. She is customer service orientated and provides prompt, professional and courteous assistance. Nancy has completed the Canadian Deposit Course for Guaranteed Investments, is a member of the Registered Deposit Broker Association, and has completed Level 1 and Level 2 Income Tax Courses to assist with Income Tax preparation. She is also able to assist with GIC rate inquiries. Nancy continues her education in the field through regular seminars and courses, and adheres to all Financial Industry standards – Client Privacy, Anti Money Laundering, and Code of Ethics to name a few.

In her free time, Nancy enjoys spending time with her family – her husband Ken and her two adult daughters, as well as her six grandchildren. Nancy also enjoys baking, reading, gardening, craft shows, and travelling. Nancy has been actively involved with a group – SS # 12 Southwold School Alumni (Fingal School) raising funds to benefit local projects in the Fingal area. She enjoys vacationing with her extended family at a cottage in Sauble Beach, where they all enjoy hiking, taking in the scenic waterfalls and having campfires.

Shelley Leblanc
Receptionist
shelley.leblanc@holliswealth.com

Shelley is your first point of contact when calling or visiting our office, providing professional and courteous assistance. Before joining our team, Shelley gained experience working for Red Cross and as a Customer Experience Representative at Indigo Books & Music. Shelley is always looking to expand her knowledge by participating in courses in subjects such as Client Privacy, Anti Money Laundering, and Code of Ethics. These courses help ensure Shelley’s adherence to financial industry standards and best practices.

Shelley is happy to answer your questions about yearly income tax returns and can direct your calls for any questions regarding your investment accounts.

In her spare time, Shelley enjoys reading, cooking, and spending time with her family – her husband JP, her son, Elliott, and her family’s Chihuahua, Myla. She loves all things Disney and vacations in Orlando to visit Disney World every year with her family.

Get in touch with us today at 519-631-4724 to learn more about our team and to schedule an appointment.

HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Insurance products provided through Hollis Insurance.
HollisWealth does not provide any income tax preparation service and does not supervise or review any income tax returns.