Action Financial Group - HollisWealth

Action Financial Group - HollisWealth

Financial Services in St. Thomas, ON

Financial Services

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Location

1 Silver Street,
St. Thomas , ON N5P 4L8 CANADA

About Action Financial Group - HollisWealth

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.

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Action Financial Group - HollisWealth 519-631-4724
1 Silver Street,
St. Thomas , ON N5P 4L8 CANADA
$
Action Financial Group - HollisWealth

Detail information

Company name
Action Financial Group - HollisWealth
Category
Financial Services
Rating
Not Rated
Tags
,  tax advice,  retirement planning tax shelters
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Action Financial Group - HollisWealth

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