"We all live with the objective of being happy; our lives are all different and yet the same. We chose the pictures in our banner above to reflect our philosophy and our mission, to help you succeed and reach your goals."

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

Making Dreams A Reality
About Betty-Anne Howard

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

Financial Planner: Making Dreams A Reality.

After spending seventeen years working in the social and emotional health services field, Betty-Anne Howard began her career assisting people with their financial health and well-being. She has grown her practice over the past eleven years and has continued her thirst for knowledge and excellence in a career that requires life long learning and developing long-term relationships with clients.

Education

  • Certified Health Insurance Specialist (Formerly Registered Health Underwriter – 2009)
     

     
  • Chartered Life Underwriter (2005)
     

     
  • Certified Financial Planner (2001)
     

     
  • Masters Degree in Social Work (Carleton University, 1988)
  • Bachelor of Arts Honours (Queen’s University, 1979)

Career

  • Financial Planner, Money Concepts (1997-2005)/IPG Kingston (2005-Present)
  • Specializing in developing financial plans, providing insurance analysis, retirement planning, estate planning, socially responsible investing
  • Providing seminars for local, regional and national clients such as: General Motors Canada, FedEx (Canada), Ban Righ Queen’s University (Kingston), Royal Bank
  • Providing Market Analysis for Group Health Plans
  • Setting up Group & Individual Pension Plans
  • Presented at Aegon Dealer Services National Conference in Vancouver B.C. (2004) on Women’s Relationship With Money
  • Consultant and Program Manager, Off-Site Resources Inc. (1991-98)
  • Provided consultation and management services to eight corporations
  • Developed and delivered training programs (such as: Goodyear Employees (Sensible Drinking Practices) and 800 Centra Gas Inc. Employees (How to Deal with Substance Abuse Problems)
  • Provided critical incident response services to corporations and businesses
  • Provided clinical consultation and training to Employee Assistance Counsellors in Eastern Ontario and across Canada
  • Counsellor, Queen’s University (1996-98)
  • Developed and implemented a strategy for determining the counselling needs of women at Queen’s Faculty, Human Studies Department, St. Lawrence College (1990-98)
  • Developed and instructed the following courses: Introduction to Entrepreneurship, Feminist Counselling and Psychology of Women
  • Instructor, Department of Physical Health and Education, Queen’s University (1990-92)
  • Developed and taught new undergraduate elective courses an Introduction to the Study of Alcohol and Drug Problems
  • Health Promotion Officer, Ontario Breast Screening Program, Kingston Region (1990-91)
  • Planned, developed and delivered community based health promotion strategies for 10 counties
  • Acting Director, Addiction Research Foundation (1987-90)
  • Provided training and management to staff in Kingston and Belleville Offices
  • Conducted Training of Trainers Workshops across Canada as part of the National Drug Strategy

Publications

  • Introduction to Entrepreneurship Manual, St. Lawrence College, 1996
  • Feminist Counselling Workbook, St. Lawrence College, 1995
  • Alcohol and Drug Problems: A Practical Guide for Counsellors (Eds. Howard, Harrison, Carver and Lightfoot), Addiction Research Foundation, 1993
  • A New model for providing Training and Clinical Consultation to Addiction Workers, Addiction Research Foundation, 1987

Committees and Volunteer Work

  • Trustee, CLU Institute (2008+)
  • Professional Member of Social Investment Organization (2006+)
  • President, Advocis Executive – Kingston Chapter (2007)
  • Board of Directors, Project Gilda – Kingston Area (2005)
  • Board of Directors, Keys Employment Services (2005-2006)
  • Board of Directors, Ban Righ – Queen’s University (2001 – 2005)
  • Volunteer Support Person at World Conference on Breast Cancer, 1997
  • International Women’s Day Committee (1986-90)
  • Health Status and Promotion Planning Group, District Health Council (DHS), 1990-92
  • Sexual Assault Advisory committee, Action on Women’s Addiction Research and Education (AWARE), 1990
  • Seniors Advisory Committee, AWARE, 1990
  • Mental Health Care Committee, DHC, 1988-90
  • Mental Health Plan Steering Committee, DHC, 1989-90
  • Kingston and Regional Council on Drugs and Alcohol (KARCODA), 1981-90
  • Woman’s Subcommittee of KARCODA, 1981-90
  • Board of Directors, Alcohol and Drug Referral Centre, 1986-89
  • Community Editorial Board, Kingston Whig Standard, 1984
  • Community Services Board, City of Kingston, 1983-85
  • Ontario Coalition of Rape Crises Centres Delegate, Sexual Assault Crises Centre, Kingston 1983-85

Awards

  • 2007 Independent Planning Group, Advisor of the Year
  • 2007 Meritas Socially Responsible Investment Leadership Award
  • 2005 Kingston Business Woman of the Year Nominee – Finalist
  • Inducted into the Hall of Honour, Norwood District High School – 1996

Contact 613-547-1554

877-455-3953

613-722-2183 (Ottawa)

Fax 866-824-9224

Email: bettyanne@teamipg.com

Website: www.makingdreamsareality.ca

“MAKING DREAMS A REALITY”