A Reputable Firm of Investment Advisors

Action Financial Group in St. Thomas, ON has been offering solid financial advice as well as investment products and service since 1995.  With our extensive experience, you can rest assured we are the right team on which to depend.

About iA Private Wealth™

As independent business owners, iA Private Wealth 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 iA Private Wealth™, you’ll find an advisor who understands how to build your wealth – and is always ready to listen.

Hollis Wealth Action Financial

iA Private Wealth 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, iA Private Wealth offers individuals, families and businesses fully integrated wealth solutions.

Action Financial Group, iA Private Wealth™

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 branch now includes Investment Advisors Ian Barrie and David Dryburgh, and client service representatives Shelley Leblanc, Nancy Luftenegger, Marianna McCue & Lyndsey Dryburgh.

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. Proactive. Reactive.”

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  MBA, R.F.P., CLU®, CFP®
Investment Advisor, iA Private Wealth
Insurance Advisor, Action Financial Group Ltd*

[email protected]

Karin Rimnyak is a senior Investment Advisor and Insurance Advisor with Action Financial Group, iA Private Wealth.  After completing her MBA in 1994, Karin joined the practice in 1995, became a partner in 1998 and has built the team since then. She achieved her CERTIFIED FINANCIAL PLANNER® designation in 1998, her Registered Financial Planner designation in 2001, and her Chartered Life Underwriter (CLU) in 2011.  Continuous learning is part of Karin’s commitment, and she encourages others to pursue higher knowledge as well.

Karin works with individuals and families to save, invest, grow, and ultimately use their financial resources. She regularly partners with clients completing comprehensive financial planning, including retirement, tax and estate planning, and life insurance.

Karin regularly attends conferences, business meetings and seminars to stay on top of the ever-changing world of finance, insurance, taxes, and estates. In addition, she is continuously improving her formal education.

Karin is married to Bob Rimnyak, and is parent to four adult children, their partners, and pets.  Through her life and professional experience, she has developed an understanding of the interests, priorities and concerns of children, parents, and grandparents for the financial, physical, and emotional well-being of multi-generational families.

Karin enjoys golf, hiking, biking, reading and travel in her spare time. Entrepreneurship is a characteristic that Karin has exhibited and respects in others.

Growing up on a farm and having lived in both small towns and big cities, Karin is comfortable dealing with clients of any age, and any background, respecting their individuality and personal priorities. Karin recognizes the importance of really getting to know each other to develop mutual respect and trust.  When business is conducted using plain language, everyone benefits.

Memberships & Associations

FP Canada

Advocis

Institute of Advanced Financial Planners

This information has been prepared by Karin Rimnyak who is an Investment Advisor for iA Private Wealth.  Opinions expressed in this article are those of the Investment Advisor only and do not necessarily reflect those of iA Private Wealth Inc.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.  iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
*Insurance products and services are offered through Action Financial Group Ltd., an independent and separate company from iA Private Wealth Inc. only products and services offered through iA Private Wealth inc. are covered by the Canadian Investor Protection Fund.

Ian Barrie QAFP™
Investment Advisor, iA Private Wealth
Insurance Advisor, Action Financial Group Ltd*

[email protected]

Ian is an Investment Advisor and Insurance Advisor with Action Financial Group, iA Private Wealth. Ian joined the team in 2018 and became a partner in 2020. Having graduated from the University of Western Ontario with a bachelor’s degree in Criminology in 2015, Ian pursued further education in the Professional Financial Services Program at Fanshawe College, from which he graduated in 2019. Currently Ian is pursuing the designation of CERTIFIED FINANCIAL PLANNER® and holds his Qualified Associate Financial Planner Designation in good standing.

Ian grew up in the town of Aylmer, Ontario and has since returned to the area with his fiancé Kelsey, their dog Benji and two cats. Having grown up in a small community, Ian truly values the extent to which small businesses contribute to the well being of the community. Values such as hard work, dedication, family, and community are certainly not lost.

By setting a foundation of trust, respect, and understanding, Ian strives to get to know his clients, their families, their passions, and their goals to provide a comprehensive financial plan that will be attainable and instill confidence.

In his free time Ian enjoys spending time at the cottage outside of Sudbury with his fiancé Kelsey, training their dog Benji, golfing, hunting and is a proud member of the Kinsman Service Club.

Memberships & Associations

FP Canada

Advocis

This information has been prepared by Ian Barrie who is an Investment Advisor for iA Private Wealth.  Opinions expressed in this article are those of the Investment Advisor only and do not necessarily reflect those of iA Private Wealth Inc.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.  iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
*Insurance products and services are offered through Action Financial Group Ltd., an independent and separate company from iA Private Wealth Inc. only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

David Dryburgh, CEA, CFP®
Investment Advisor, iA Private Wealth
Insurance Advisor, Action Financial Group Ltd*

[email protected]

David is an Investment Advisor and Insurance Advisor with Action Financial Group, iA Private Wealth. Having first joined the team in February 2014 as a Licensed Assistant, David earned the Certified Executor Advisor designation in 2018 and the CERTIFIED FINANCIAL PLANNER® designation in 2021.

David regularly partners with clients completing comprehensive financial planning, including retirement, tax and estate planning, and life insurance. No plan is complete without associated goals, something he helps to define and work towards.

As a Certified Executor Advisor, David works with executors to assist them on various issues that arise throughout the estate distribution process.

David regularly attends conferences, business meetings and seminars to stay on top of the ever-changing world of finance, insurance, taxes and estates. In addition, he is continuously improving his formal education by completing courses on a variety of topics and working towards designation programs.

As a member of a blended family, David understands the realities faced with family amalgamation and how this directly impacts the financial and estate planning horizon. David is father to two beautiful girls, Regan and Brooke and husband to Lyndsey; who are all overseen by their dog, Rudy.

With the true belief in customer service, entrenched with the values of being raised in a small town, David deals with an array of clients from Baby Boomers to Millennials and everyone in between and beyond. In the technologically advanced world that we live in, the power of a handshake, phone call or simply sitting down for a coffee to catch up has not been lost. Each relationship is built upon mutual trust and respect, allowing the partnership to solidify and goals to be met.

Memberships & Associations

FP Canada

Canadian Institute of Certified Executor Advisors

Certified Executor Advisor Network

Advocis

This information has been prepared by David Dryburgh who is an Investment Advisor for iA Private Wealth.  Opinions expressed in this article are those of the Investment Advisor only and do not necessarily reflect those of iA Private Wealth Inc.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.  iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
*Insurance products and services are offered through Action Financial Group Ltd., an independent and separate company from iA Private Wealth Inc. only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Shelley Leblanc
Client Services Manager
[email protected]

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.

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.

Marianna McCue
Client Services Administrator
[email protected]

Marianna joined the team in July 2019.  She has a strong background in the insurance and financial industry with over 11 years of experience in sales and customer service and is working towards completing the Canadian Securities Course.  Marianna is able to help our clients with administration, inquiries, and problem solving.

Marianna lives in St. Thomas with her two daughters Emelia & Sloan.   Marianna has her hands full with a very active dog and 3 crazy cats, as well.  She loves to spend time with her family going on hikes or enjoying the outdoors with her girls.  Marianna has been lucky enough to see a lot of this beautiful country in her lifetime, including living out east, out west and also in a few different places in Ontario!  She loves to travel and also has been to many countries in Europe and the Caribbean.

Marianna is always looking for new, exciting recipes to try in the kitchen and she can almost always be found with a snack in her hand.

Nancy Luftenegger
Client Services Administrator
[email protected]

Nancy joined our team in November 2019 and she brings a wealth of experience in the financial, insurance and customer service industry to Action Financial Group, iA Private Wealth™. With over 30 years of experience in many facets of the industry her strong customer service skills have always been a strength. She enjoys meeting clients and believes in “added value” or “going that extra mile” to ensure clients are satisfied. She is currently working towards completing the Canadian Securities Course to add to her many accomplishments. Nancy can assist you with inquiries into statements and scheduling meetings.

Nancy has been married for 31 years to her husband Dave and has two grown children along with one granddaughter and two grand dogs. Nancy is an active pickleball player and started a recreational league in St. Thomas in 2018 and continues to play the sport daily. She also enjoys cooking, scrapbooking, card making, shopping, camping and gardening. She would like to start doing more travelling to places that offer Pickleball and to Europe & Australia.

Nancy is looking forward to working with the team at Action Financial Group, iA Private Wealth™ and meeting new and existing clients.

Lyndsey Dryburgh
Licensed Assistant
[email protected]

Lyndsey joined our team in January 2020 as a Client Services Administrator & Business Development Associate. Recently, she has taken on the role of a Licensed Assistant.   Prior to joining Action Financial Group, iA Private Wealth, Lyndsey worked at one of the major financial institutions for over 12 years, including management for 9 years.  In addition to her work as part of our team, Lyndsey is also a part time professor at the Lawrence Kinlin School of Business for the Professional Financial Planning Program.  This has brought her full circle as she received her Financial Planning Diploma from the same program in 2008.  Lyndsey is able to help our clients with any inquiries, issues or general questions they may have.  When not in the office, you may see her out and about in the community promoting the benefits of an independent financial planning office.

Lyndsey is active within the community of Ailsa Craig and lives with her husband David, daughters Regan & Brooke and a dog named Rudy.  She is often seen volunteering for the local legion’s monthly wing night, is part of the Ailsa Craig Village Association, and holds an Executive position at her oldest daughter’s School Council at JS Buchanan French immersion school.  In the winter months, Lyndsey prefers to stay inside and watch back to back cheesy hallmark movies and snuggle with her dog.  You can find her outdoors from May-October where she enjoys doing yard work, swimming with her girls and having late camp fires listening to Classic Rock!

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

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. 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 iA Private Wealth, 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 and services are offered through Action Financial Group Ltd., an independent and separate company from iA Private Wealth Inc. Only services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.