Betty-Anne Howard, M.S.W., B.A.(Hons), CFP®, CLU, CHS

Certified Financial Planner

After spending seventeen years working in the social & emotional health services field, Betty-Anne began her career assisting people with their financial health & well-being. With her unique background in teaching & as a counsellor, educating her clients has become an integral part of how she conducts her business along with her desire to understand "the meaning behind the money".

Betty-Anne believes in the importance of understanding your relationship with money in order to move forward in a meaningful way to make your dreams a reality. In addition to the CFP® designation, Betty-Anne holds the Chartered Life Underwriter Designation (Advanced Estate, Tax & Business Planning) and the Certified Health Specialist Designation (Living Benefits Specialist). Also, she recently was awarded the World Class Speaker Award received in Ottawa in May of 2017. 

Sincerely,

Betty-Anne Howard
Betty-Anne Howard

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.