"Go confidently in the direction of your dreams! Live the life you've imagined." ~ Henry David Thoreau

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”