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About Us

A Reputable Firm of Investment Advisors in Southwestern Ontario

Meet Your Team of 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. 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.”

Karin Rimnyak

MBA, R.F.P., CLU®, CFP®

Senior Investment Advisor, iA Private Wealth
Insurance Advisor, Action Financial Group Ltd*

Learn More About Karin

Ian Barrie

CFP®

Investment Advisor, iA Private Wealth
Insurance Advisor, Action Financial Group Ltd*

Learn More About Ian

David Dryburgh

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

Meet Your Support Team

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. Our branch includes Investment Advisors Karin Rimnyak,  Ian Barrie and David Dryburgh, and client service representatives Shelley Leblanc and Lyndsey Dryburgh.

Shelley Leblanc

Client Services Manager
Learn More About Shelley

Lyndsey Dryburgh

Licensed Assistant

Learn More About Lyndsey

Manpreet Kaur

Administrative Assistant
Learn More About Manpreet

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.

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.

Company History

1980

Regal Capital Planners opens office location in St. Thomas, Ontario

 

1999

Regal Capital Planners merges to become Cartier Partners

2004

DundeeWealth acquires Cartier Partners

2011

Scotia Bank acquires DundeeWealth

2013

DundeeWealth rebranded as HollisWealth

2017

Office moves to Silver Street in 2017. Industrial Alliance Financial Group acquires HollisWealth.

2019

Office opens in Ailsa Craig

2021

HollisWealth rebranded as iA Private Wealth

2023

Investment Advisors Karin, Rimnyak, Ian Barrie & David Dryburgh are now joint partners and will continue to work as a team to serve our clients both now and in the future

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.

They explained everything in terms I could understand.

"David and Karin have been wonderful to deal with. They explained everything in terms I could understand and I would highly recommend them to anyone who was looking for a Finacial Advisor."
E. SmithGOOGLE REVIEW

Thank you for helping

"Thank you for helping me feel safe by looking after my investments."
S. MooreST. THOMAS
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Call us today at 519-631-4724 to learn more about our financial solutions and to schedule an appointment.
519-631-4724
Action Financial Group, iA Private Wealth offers a wealth of services, including professional advice and assistance with financial planning and wealth management.
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About Karin

Karin Rimnyak is a Senior Investment Advisor with Action Financial Group, iA Private Wealth and an Insurance Advisor with Action Financial Group Inc.  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 grandparent to one very special little boy, parent to four adult children, their partners, and pets. She and Bob have three spoiled cats Gerry, Sassy and Archie.

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.

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Karin enjoys golf, hiking, biking, reading and travel in her spare time. Entrepreneurship is a characteristic that Karin has exhibited and respects in others. Karin embraces the concept of lifetime service in and outside of work, and lifetime learning.

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 a Senior 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.

About Ian

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. Ian earned the designation of CERTIFIED FINANCIAL PLANNER® in 2022.

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

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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.

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.

About David

David is an Investment Advisor with Action Financial Group, iA Private Wealth and an Insurance Advisor with Action Financial Group Inc.  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. Splitting his time between both office locations, St. Thomas & Ailsa Craig, he has been in the advisory role since early 2019.

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. He is currently enrolled in the Trust and Estate Practitioner (TEP) designation through STEP Canada.

As a member of a blended family, David understands the realities faced with family amalgamation and how this directly impacts financial and estate planning. David is father to two beautiful girls, Regan and Brooke and husband to Lyndsey. When not lounging by the pool or playing taxi for the kids, he volunteers his time to various community organizations.

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 Gen Z 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
STEP 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.

About Shelley

Shelley is our Client Services Manager and your first point of contact when calling or visiting our office, providing professional, prompt courteous assistance. 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 available to assist you with a myriad of tasks whether it is scheduling a meeting with a member of the Advisory team, registering for the Client Portal or simply being an ear if a chat is needed.

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In her spare time, Shelley can always be found with her kindle by her side. She enjoys cooking, floating in her pool and spending time with her family – her husband JP and grown son Elliott. Shelley is also a dog mom to Myla the family’s chihuahua, she loves all things Disney and loves to vacation at Disney World.

About Lyndsey

Lyndsey is a Licensed Assistant who has been part of our team since January 2020. She has had a career in the Financial Industry for over 15 years, including various positions from Financial Services Representative to General Manager at one of the major financial institutions.

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 about their accounts. She also works on building relationships with our industry and community partners. Lyndsey is passionate about helping others and educating them around financial literacy and awareness. When not in the office, you may see Lyndsey out and about in the community promoting the benefits of an independent financial planning office.

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Lyndsey is active within the community of Ailsa Craig and lives with her husband David, daughters Regan & Brooke and dogs, Rudy the Good Boy and Lily the Westie. She is often seen volunteering for the local legion’s monthly wing night and is part of the Ailsa Craig Village Association. In the winter months, Lyndsey prefers to stay inside and watch back to back cheesy hallmark movies and snuggle with her dogs. You can find her outdoors from May-October where she enjoys picking weeds, falling asleep on her floaty in the pool and having late camp fires listening to a wide genre of music.

Manpreet

Manpreet Kaur joined our team as a Client Administrative Assistant in July 2022. She can assist with client inquires, facilitate meetings with an advisor, request statements, or to set up access to the Client Portal.

Manpreet earned her Bachelor’s in Commerce and MBA (Finance) in India, which is equivalent to bachelor’s degree in finance in Canada. After she completed her education, she worked as a full-time teacher for one year, teaching grade 11 and 12 students in economics, accounting and business studies.

She is passionate to gain experience and the skills necessary to succeed in the financial services industry and serve our clients.

She has completed the Professional Financial Services diploma program from Fanshawe College and recently completed The Canadian Securities Course allowing her to now be a licensed assistant who supports the Action Financial Group Team.

In her spare time, Manpreet enjoys cooking, decorating her house, gardening and spending time with her family – her cute little daughter, her husband and in-laws.

In March 2023, Manpreet was proud to become a Canadian Citizen after successfully completing all requirements including a Citizenship Test and interview.

She loves to spend her evening going on walks with her daughter, watching movies and talking to her parents who live in India.