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Matt Horton, CEA
Regional Sales Associate

Kingston, ON Contact

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Area serviced: Kingston, ON

6135560541

Debra Horton, CEA
Freelance Estate Paralegal

Ardrossan, AB Contact

Area serviced: Ardrossan, AB

7809206962

Lisa Ann Houston, CEA
Partner & Financial Planner atThe Financial Innovators Group

Toronto, ON Contact

Lisa A. Houston, CLU, CEA, EPC joined The Financial Innovators Group as an owner, partner and financial planner in 2020.Lisa has earned the CLU (Chartered Life Underwriter), LLQP (Life License Qualification Program), CEA (Certified Executive Advisor),… Read more »

Area serviced: Toronto, ON

416-825-4839

Betty Anne Howard, CEA
Financial Planner

Kingston, ON Contact

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… Read more »

Area serviced: Kingston, ON; Ottawa, ON

6135471554

Gail Howell, CEA
Account Manager, FSR

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

204-956-9865

Wanda Howlett, CEA
CFP1

Paradise, NL Contact

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Area serviced: Paradise, NL

709-757-4223

Qingfeng Huang, CEA
Director

Richmond, BC Contact

Area serviced: Richmond, BC

6047898266

James Hughes, CEA
Certified Financial Planner

Peterborough, ON Contact

Area serviced: Peterborough, ON

705-748-5101

Kris Hughston, CEA
Owner Broker EPC CEA LLQP

Barrie, ON Contact

Area serviced: Barrie, ON; Alliston, ON; Orillia, ON; Wasaga Beach, ON; Collingwood, ON; Angus, ON; Innisfil, ON; East Gwillimbury, ON

(705)790-8123

Catherine Hurlburt, CEA
CFP CLU CHS RFP CFDS Senior Financial Planner & Advocis Member

Vancouver, BC Contact

Area serviced: Vancouver, BC

6046783096

Lara Huska, CEA
Investment Advisor

Oakville, ON Contact

Area serviced: Oakville, ON

416-857-3848

Robert Innes, CEA
Owner

London, ON Contact

Area serviced: London, ON

519-679-2970x226

Dawn Ireton, CEA
Associate Financial Advisor

Newmarket, ON Contact

Area serviced: Newmarket, ON

905-898-4228

LORI ISHII, CEA
Agent, EPC,CHS,CEA

Ottawa, ON Contact

Area serviced: Ottawa, ON

613-830-8340

Brian J. Kelly CFP, CEA
Financial Advisor

Kanata, ON Contact

Area serviced: Kanata, ON; Ottawa, ON

613-836-3159

Area serviced: Ardrossan, AB

I am a freelance Paralegal with over 26 years experience. I have a passion for guiding families and friends when a loved one has passed. My goal is to ease the burden and help executors navigate their way through the administration process. I offer impartial, focused, communicative guidance and support to executors including hands on preparation of applications needed to administer any estate. I also have a network of professionals that I can call upon in the event complex matters arise.

Heir locating is my specialty and I have assisted executors find heirs across the globe.

Additionally, I am passionate about pre-planning and feel estate planning should be accessible and affordable therefore I have co-created "Make Your Own Wills". A website offering a plethora of estate planning guidance and the ability for the user to make their own estate planning documents utilizing a simple questionnaire.

I am also a Commissioner for Oaths.

Area serviced: Toronto, ON

Lisa A. Houston, CLU, CEA, EPC joined The Financial Innovators Group as an owner, partner and financial planner in 2020.

Lisa has earned the CLU (Chartered Life Underwriter), LLQP (Life License Qualification Program), CEA (Certified Executive Advisor), EPC™ (Elder Planning Counselor) designations, and is a member of Advocis. She has also completed the Canadian Securities Course (CSC®) and the Conduct and Practices Handbook (CPH®) course from the Canadian Securities Institute.

Lisa works with her clients to
provide tailored investment & insurance estate planning strategies for high
net worth families. Her team continues to work closely with their clients to
understand their specific individual & business needs and financial goals. As part of their
value proposition and your client journey, they analyze the net after
tax impact of various investment decisions, with the objective of achieving
tax-efficiency for their clients.
Lisa has over 25 years experience, as a veteran insurance professional at the Financial Innovators Group, she specializes in using the tax-exempt status of life insurance to build and
protect their clients' wealth and legacy planning.

Area serviced: Kingston, ON; Ottawa, ON

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

Area serviced: Winnipeg, MB

Area serviced: Paradise, NL

I help my clients plan for today and also for the future

Area serviced: Richmond, BC

Area serviced: Peterborough, ON

Area serviced: Barrie, ON; Alliston, ON; Orillia, ON; Wasaga Beach, ON; Collingwood, ON; Angus, ON; Innisfil, ON; East Gwillimbury, ON

Kris has been educating her clients since 2008 about the importance of living benefit products and financial advising for every stage of life, specializing in Estate Planning. Kris respects the relationships she has built and values the opportunity to be able to change or enhance your financial future. She is a licensed Life Insurance Broker and financial advisor (LLQP) and an Elder Planning Counselor (EPC).

Kris is well connected to other business professionals in her community and utilizes them to help her clients and ease the struggles of everyday life. Kris is also a member of the Barrie Senior Services Network.

Kris is a member of the Kempenfelt Rotary Club, Past President of the Barrie Chamber of Commerce Board and past Fundraising Chair for the Barrie Food Bank. Her passion to helping others goes beyond her business and has been recognized by her peers in receiving the Legends and Legacy Award 2018, the President's Award 2015 by the Barrie Chamber of Commerce and The Barrie Examiner's Women in Business Heart and Soul Award in 2013. Kris is Chair of the Board for Project Lifesaver Simcoe, a tracking device system for our vulnerable citizens that are prone to wandering and go missing in Simcoe County.

Area serviced: Vancouver, BC

I am a comprehensive Financial Planner and a Divorce Specialist as well as a CLU (estate Planner). I provide advice for a fee. In additional I hold a license with the MFDA and the Insurance Council and sell products when I am engaged to do so and when they are appropriate. When i work with long term clients I manage assets and ensure they are properly insured based on their goals. When our clients die we help guide their executors in settling our client's estate.

Area serviced: Oakville, ON

Area serviced: London, ON

Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a CFP, CIM, EA (Enrolled Agent, enrolled to practice before the IRS).Rob has completed the CICA in-depth Tax Course, is a founding member of the London Tax Study Group for Lawyers and CA's and is on the board of the Entrepreneurial CPAs of London.

Area serviced: Newmarket, ON

Area serviced: Ottawa, ON

P+C , Living Benefits including Life insurance and Financial Service Agent, serving the Ottawa,ONT area since 1992. Formerly a State Farm agent, we are now Desjardins Insurance. We enjoy fulfilling my vision to share our expertise and continue to help customers make informed choices to overcome the unexpected ,daily risks in their lives and better plan the future with some long term strategies. Free advice on every policy!

Area serviced: Kanata, ON; Ottawa, ON