I am a Wealth Advisor with over 30 years of banking experience and am privileged to work with an exceptional team of Wealth Professional.. We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private Trust Officers, and Business Succession Planners offering a broad range exceptional service to our clients. Our comprehensive capabilities include tax planning, cash management, long term investing, and estate planning.
I have demonstrated a commitment to professional development and hold the following designations: Investment Funds Institute of Canada (IFIC), Canadian Securities Course (CSC), and Professional Financial Planning (PFP). I also completed the Investment Management Techniques (IMT) course, and have earned a Certificate of Retirement Strategy. My proficiency in English, Cantonese, along with limited Mandarin allows me to help a diverse group of clients.
I am the Past President of the Markham, Richmond Hill and Vaughan Chinese Business Association. The Association aims to stimulate and create an active Canadian Chinese Participation within the business community.
In 2014, I was honoured to be invited by the Prime Minister of Canada to attend the China Trade Mission.
I take pride in having participated in numerous community fundraising events for the following charities: Markham Stouffville Hospital, Mackenzie Health Hospital, United Way, Heart & Stroke Foundation – Sing for Your Heart annual gala, and York Regional Police Holiday Heroes.
Wealth Advisor - TD Private Wealth Management
When it comes to planning for lifetime financial security, you want the best for your loved ones. It can be challenging to provide for your family while also looking to the future. I share your concern because I know there's a delicate balance between managing day-to-day finances and accumulating wealth. As a Financial Planner I'll work closely with you to fully understand your specific needs and goals. I'll then help you make informed choices that pave the way for a strong financial future. Not only will I provide you with the products and service to help you achieve your financial goals, I'll provide you with powerful financial insights for every life stage. It all starts with a few small steps. Let's talk.
I am retired from the Federal Government, 18 years with Canada Revenue Agency and 23 years with Old Age and Canada Pensions. I prepared individual income tax returns for 10 years for Credit Union members and clients. The past two years I have worked on my own from my home in Eastern Passage as a registered e-filer preparing individual tax returns and assisting clients with OAS and CPP benefits.
Brian S. Horton, BBA, CFP, CSP, CHS, EPC, CEA
Income & Estate Planning Specialist
Brian Horton, a
financial security advisor and investment representative with Freedom 55
Financial, has had the satisfaction of meeting retirement and estate planning
needs of his clients. He does this by
consulting with his clients so that he can understand their financial
objectives and concerns and works with them to build a plan that responds to
their individual needs.
Brian will provide
service, advice and an array of products to address estate planning, financial
planning, business insurance, group health benefits, group retirement plans, disability
insurance, critical illness insurance, wealth accumulation and life
insurance. Brian will endure to develop
a reputation for expertise and superior service.
I have a Masters Degree in Social Work and an Honours Degree in Psychology and my passion is to provide information to others that is relevant, interesting and accessible. My work as a Certified Financial Planner includes and advanced estate planning designation and I love helping people make their dreams a reality.
My credentials include my CFP, CLU & CHS designation.
We provide financial planning services which includes; retirement income planning, estate planning, education planning, inheritance planning and risk management planning.
I also specialize in Socially Responsible Investing
I am a Partner/Owner of Exit Savvy. We simplify estate management by providing practical products and services for Testators (Planners) , Executors, Personal Directive Agents and Powers of Attorney.
Our workbooks include: Personal Estate Planning, Small Business Owner Estate Planning, Executor Workbook, Power of Attorney Workbook and the Personal Directive Agent Workbook. These workbooks can be purchased through our website www.exitsavvy.com.
Our services include: Advisory Services for individuals filling the roles indicated above; Facilitation and Coaching related to challenging conversations with which Testators, Executors and family members can struggle - whether it is opening the conversations about Planning, addressing conflict, or supporting Executors, Personal Directive Agents and Powers of Attorney as they carry out their responsibilities.
We also provide referrals to professionals (accountants, lawyers, financial advisors, etc.) who have the right knowledge, skills and abilities to assist with those aspects of estate planning and management.
Along with my CEA designation, I also have an MBA and am a Certified Management Consultant and member in good standing of the Canadian Association of Management Consultants.
I help my clients plan for today and also for the future