Action Financial Group - HollisWealth

Action Financial Group - HollisWealth

Unclaimed listing Listing details

Financial Services in St. Thomas, ON

Financial Services

Contact Information

Location

1 Silver Street,
St. Thomas , ON N5P 4L8 Canada
Get Directions

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.

Photos

Reviews

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

Business Details

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

About this listing

About this listing: Information on this page may be sourced from business owners, public records, and trusted data partners. 2findlocal provides these details to help users discover local businesses and services.

Found something inaccurate? Suggest an edit .

Is this your business? Claim it

Action Financial Group - HollisWealth

Contacts About Photos Business Details