Financial and Life Journey Insights and Articles
Make Your Dreams A Reality

Financial Planning Week – Interview with Greg Pollock, President and CEO of Advocis, The Financial Advisors Association of Canada
“My wish is that as young people achieve greater financial literacy through school and initiatives like Financial Literacy Month, that they will continue learning to value money in a way that will help them understand the importance of philanthropy later on in life”...

Financial Planning Week – Interview with Paul Nazareth, VP Education and Development, Canadian Association of Gift Planners
“Really having an advisor to help a client articulate what they want to do, set some goals, and even open up some dreams...that’s where strategy and planning comes in. That's what advisors can do - they build - they build financial security, and they build...

Financial Planning Week – Interview with Al Roberts, Managing Director Almonte General Hospital, Fairview Manor Foundation
“So many people still don’t know that they can play such an important role in the quality of healthcare that they receive from their local hospitals...people’s investments in their local hospitals through philanthropy, through planned legacy gifts really determines...

Betty-Anne Howard
Betty-Anne Howard is an award-winning Financial Planner, Author and Speaker who specializes in helping women make their dreams a reality through financial literacy and charitable giving.
Betty-Anne’s goal is to raise an additional 50M for charities in her lifetime.