My passion for helping people and desire to make a difference drives me to first understand what is important to my clients. I believe it's important to invest my time into truly knowing what you're working towards when building a relationship. Navigating the challenges and changes throughout our lives can be difficult; my aim is to help my clients realize the goals and milestones that reflect their values and priorities while working through the obstacles.
I partner with business owners, professionals, and their families who want to work with us for the long-term. We have an established process to build personalized plans for our clients to help them achieve their financial goals and I partner with them throughout their life to help them stay on track through life's changes.
I started with Edward Jones in 2015 after obtaining my Bachelor of Commerce from the University of Alberta. I am passionate about training and coaching within our firm. Currently I am the Diversity, Equity, and Inclusion Leader for the Northern Albertan region as well as a member of the Client Solutions Team where we're responsible for supporting and training branch teams to provide an ideal client experience. I was made a limited partner in the firm in 2022.
I am a Realtor.
Rick Honeyford is a Certified Financial Planning Professional specializing in estate planning with over twenty years of industry experience. He is also a mortgage agent who works with reverse mortgages to allow his clients to give an early inheritance.
Brenda is the President and CEO of Horan & Associates Brokers Inc., a reg. investment advisory and general insurance firm. Brenda personally advises clients on their investment management, financial planning, Life insurance needs group investments and benefits. Brenda currently holds her CEA, along with her Chartered Life Underwriter designation, Certified Health Specialist designation and is also a Registered Insurance Broker.
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, CLU, CSP, CHS, EPC, CEA, CPCA, RWM
Retirement Income & Estate Planning Specialist
Brian Horton, a
Certified Financial Planner and Principal of Heritage Wealth Services. He has had the satisfaction of meeting the 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.
Account Executive, Investments, Empire Life.
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.
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 help my clients plan for today and also for the future
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.