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

Women, Estate Planning, and Philanthropy: Hand In Hand or Hand In Heart?
As a Financial Planner, I know that estate planning, if understood at all, is often perceived as being something that perhaps only rich people do - engaging in a process to preserve their wealth and then seeing to it that their wealth is distributed in the most...

Passing On The Family Cottage: The Top 5 Things To Help You Prepare
“Someone is sitting in the shade today because someone planted a tree a long time ago.”- Warren Buffett A family cottage is a blessing. But unfortunately, only about 8% of Canadians own a vacation property, so if you are one of those families, you are very lucky. I am...

Beginning Your Retirement Planning Part 2: Income Planning vs. Life Planning
Recently I’ve been facing and dealing with the deaths of two colleagues who worked with me in financial services and were friends of mine. One person was younger than me and hadn’t yet retired, and obviously never will, and the other person had so much vitality that I...

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.