Action Financial Group in St. Thomas, ON has been offering solid financial advice as well as investment products and services for more than 21 years. With our extensive experience, you can rest assured we are the right team on which to depend.
HollisWealth is one of the foremost independent financial advisor networks in Canada. The company has more than 900 independent advisors across the country who provide a full range of premier Canadian wealth management services.
They cover everything from brokerage and mutual fund dealers to mortgages and insurance. These are done through wholly owned subsidiaries of Industrial Alliance that are operating under the HollisWealth brand.
The independent advisor channel is an integral part of Industrial Alliance’s overall wealth management strategy in Canada. We have seen significant organizational growth over the past year. Under our new name, we stay committed to providing our clients with essential tools and support as well as superior financial planning and advisory services.
About Action Financial Group
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 is celebrating its 125th anniversary this year. At 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 advisor Gerald MacKichan, licensed assistant 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.
Shelley is your first contact when calling or coming in to visit our office. She has been with our team since December 2013 and previously worked for ten years as a customer experience representative at Smithbooks in the Elgin Mall. Shelley continues to participate in educational courses to expand her knowledge enabling her to provide you with professional, prompt assistance. As a member of our team, Shelley adheres to all the standards set out by the financial industry including client privacy, anti-money laundering, Code of Ethics, to mention a few. She is available to assist you with any questions you may have regarding the preparation of your yearly income tax return. Shelley is married to JP and mother to Elliott age 19. Her leisure activities include reading, watching movies, spending time with family and spoiling her 5 pound Chihuahua Myla. Shelley is a huge fan of Disney World and looks forward to spending some vacation time in the parks every February.
David Dryburgh - Client Service Administrator/Licensed Assistant HollisWealth®, a division of Industrial Alliance Securities Inc. firstname.lastname@example.org
David became part of our team in February 2014. Prior to joining Action Financial Group, David worked in numerous positions in the banking industry, which ultimately guided him to the financial planning industry. As a licensed administrator, David can help you with transaction processing, problem investigation and resolution and any other inquiry you may have. He is also the primary contact for estate administration. David is a member of Advocis, the Financial Advisors Association of Canada, and an affiliate member of STEP Canada, the Society of Trust and Estate Practitioners. He continues to expand his knowledge by attending seminars and courses. He also follows the Code of Professional Conduct that Advocis sets forth for advisors. In his down time, David enjoys spending time with his wife Lyndsey and their two children as well as perfecting his lawn and garden.
Nancy formed part of the team in 1999 with 24 years in banking customer services and administration in various capacities. Nancy is customer service orientated and provides prompt, professional, courteous assistance. As our GIC Administrator, Nancy is your primary contact for GIC rate inquiries, purchases and reinvestments in GIC’s, problem investigation and resolution. Nancy has completed the Canadian Deposit Course for Guaranteed Investments, and is a member of the Registered Deposit Broker Association. She has also completed Level 1 and Level 2 Income Tax Courses and assists in income tax preparation. She keeps current and enhances her knowledge by attending seminars and courses. She also adheres to all standards set out by the Financial Industry such as client privacy, anti-money laundering and Code of Ethics to mention a few. Besides participating and enjoying in many family activities, with her husband, Ken, and two adult daughters and their families, especially with her six grandchildren, Nancy enjoys baking, making homemade chocolates, reading, gardening, craft shows and travelling.
Gerald MacKichan - Associate Investment Advisor/Insurance Advisor HollisWealth®, a division of Industrial Alliance Securites Inc. and HollisWealth Insurance Agency Ltd. email@example.com FPSC Level 1® Certificant in Financial Planning
Gerald started with the team in 2012. Upon completing the Financial Planning Services course through Fanshawe College, and becoming an FPSC® registered candidate on track to becoming CERTIFIED FINANCIAL PLANNER®, Professional, he received the title Associate Investment Advisor. His role as part of the team is to help you with Financial Management, Asset Management, Insurance products, Tax, Retirement and Estate Planning. As a member of Advocis, The Financial Advisors Association of Canada he is continuously expanding his knowledge by attending seminars and courses as well as adhering to the Code of Professional Conduct Advocis sets forth for advisors. In late 2014 Gerald Moved from London to St. Thomas and now enjoys getting anywhere around town in less than 10 minutes. He currently sits on the St. Thomas Habitat for Humanity Sterling Committee. When he is not working or planning the 2017 build you can find him enjoying time with his girlfriend Lauren, out in the garage working on his latest project, working up a sweat at Elgin Crossfit, or out riding his bike.
Karin Rimnyak(formerly Barrie) MBA, R.F.P., CLU®, CFP® - Investment Advisor/Insurance Advisor HollisWealth®, a division of Industrial Alliance Securities Inc. and HollisWealth Insurance Agency Ltd. firstname.lastname@example.org
Karin is a CERTIFIED FINANCIAL PLANNER®, Professional at HollisWealth and has experience in financial planning and investment management since 1995. As a CERTIFED FINANCIAL PLANNER®, Professional, Karin can help with comprehensive financial planning including Life Insurance, Mutual Funds, Stocks, Bonds, Tax Shelters, ETFs, GIC’s, Retirement, Tax and Estate Planning. As a member of Advocis, The Financial Advisors Association of Canada she is continuously expanding her knowledge by attending seminars and courses as well as adhering to the Code of Professional Conduct Advocis sets forth for advisors. Karin is a mother to four young adults, two students and two in the workforce. She lives with her husband Bob Rimnyak, in Aylmer. Karin is a basketball referee and golfer in her free time, and enjoys reading and playing the piano.
HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. Insurance products are provided by HollisWealth Insurance Agency Ltd. HollisWealth and the iA Securities do not provide income tax preparation services nor do they supervise or review other persons who may provide such services. The opinions expressed are those of the advisor alone and does not necessarily reflect the opinion of iA Securities. The information contained in this document come from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where she is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com. Action Financial Group is a personal trade name of Karin Rimnyak.