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Since 1990, Howard has dedicated himself to helping his friends, family and scores of individuals throughout the region understand their financial choices regarding investment and insurance.
Having worked with three of the largest independent financial service companies in Canada, Howard’s experience has taught him that there’s no such thing as a “one size fits all” financial plan.
Before he recommends investment strategies or insurance options, Howard prioritizes getting to know his clients as individuals, so that he can better take into account their unique needs and priorities.
That’s because he understands that wealth management is about more than dollars and cents; it’s also about peace of mind.
Britney started in the financial services industry in 2008 as she was drawn to helping others, moving into a Mutual Fund Representative role in 2009.
Through her experience and training she discovered the joy of educating and assisting others with savings and investing goals. In 2012 she completed the educational requirements, experience and proficiencies obtaining the designation of Personal Financial Planner. Each year Britney completes continued education to remain current and knowledgeable, in addition to abiding by a strict code of ethics putting clients’ needs first.
Having a family of her own she knows how important it is to find balance. Balance between life, now and in the future, and the balance that comes from making sure finances are in line for success. Britney takes pride in taking the time to get to know you and your financial situation - making sure to create a plan alongside you that best suits your needs. While money isn’t everything, many things in life that you want to achieve do require it. Britney's here to help you steer in the right direction to reach your goals.
*Mutual funds are offered through Credential Asset Management Inc.
**Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
***Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. Those companies are members of Aviso Wealth Inc.
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