Find a CEA

Our team of dedicated professionals follow a goals-based financial planning process that assists us to help our clients realize their personal and business goals. We are a fee-based practice utilizing low-cost investment solutions. Read more »

Area serviced: Orillia, ON; Barrie, ON; Collingwood, ON; Elliot Lake, ON; Bracebridge, ON

705-325-7743

Henry Katz, CEA
Financial Advisor

Toronto, ON Contact

Henry Katz P.ADM, CFP, RFP, FCIS, CEAHenry Katz has over 35 years experience between accounting and the financial services sector.Henry also devoted over 26 years to teaching at an Ontario College where he was a Professor, curriculum designer and the… Read more »

Area serviced: Toronto, ON

416-733-0499

Area serviced: Goderich, ON

Area serviced: Waterloo, ON

Area serviced: Brantford, ON

Area serviced: Toronto, ON

am committed to helping clients protect their financial present and future by delivering the most effective life and living benefits insurance solutions to address their goals, needs and concerns.

By working with financial advisors to develop and maintain their in-depth life and living benefits insurance knowledge, together we can give clients peace of mind that their advisor is well-versed in industry leading information, concepts, and products to provide the best possible insurance solutions.

Specialties:

Life Insurance, Critical Illness Insurance, Disability Insurance, Tax Planning, Estate Preservation, Relationship Development, Consultative Sales, Sales Concepts, Presentations and Training.

Area serviced: Barrie, ON

Area serviced: Whitby, ON

Shelley Johnston has worked in the financial planning industry for more than 20 years and is an advocate for pension plan members. She is a Certified Financial Planner, Registered Retirement Consultant, who holds an Elder Planning Counselor designation. Shelley is also is a member of the Million Dollar Round Table.

Shelley's forte is transforming complex pension and financial situations into easily understandable solutions and ideas (or realities). Shelley has also appeared on TV and radio to provide her unique point of view.

Area serviced: London, ON

Area serviced: Calgary, AB

This is all on my website...

Area serviced: Vaughan, ON

Area serviced: Mississauga, ON; Toronto, ON; Oakville, ON; Ajax, ON

Area serviced: Toronto, ON

Area serviced: Regina, SK

I am an owner of Blue Sky Financial Planning - an independent , comprehensive financial planning firm. I have been working in this industry since 1979 and hold the CFP, CLU and CHFC professional designations. One of the proprietary services I offer is " Legacy Now!" which promotes intergenerational communication regarding transferring family values, traditions , folklore and wealth. My goal and the goal I have for my clients is to " make the most of death" whenever it happens.

Area serviced: Orillia, ON; Barrie, ON; Collingwood, ON; Elliot Lake, ON; Bracebridge, ON

Area serviced: Toronto, ON

Henry Katz P.ADM, CFP, RFP, FCIS, CEA

Henry Katz has over 35 years experience between accounting and the financial services sector.

Henry also devoted over 26 years to teaching at an Ontario College where he was a Professor, curriculum designer and the Program Coordinator of the highly successful and industry - Certified Financial Planning, Graduate Certificate program.

Henry was nominated for TV Ontario's Best Lecturer 2010 Competition and is a recipient of the international 2008 Award for Teaching Excellence.

His professional designations include: Fellow of the Chartered Secretaries and Administrators (FCIS); Certified Financial Planner (CFP),Certifed Executor Advisor (CEA) and Registered Financial Planner (RFP). In Canada, the Registered Financial Planner (RFP) designation is administered by The Institute of Advanced Financial Planners.

Henry has authored and co-authored finance texts and has been a public speaker.

His experience includes management in a public accounting firm; business auditor with Canada Revenue Taxation; director of finance for a number of privately owned businesses and teaching.

Henry's desire is to work closely with clients to achieve their goals motivated him to move into the financial services industry.

Henry's passion is to work closely with individuals applying key principles to all areas of their life: Time, wealth wisdom, relationships and reputation. These are all important facets of life that lead to financial success.