by Betty-Anne Howard | Nov 8, 2022 | Financial Literacy, Financial Planning Week
Financial planning and financial literacy as a whole can be confusing for many Canadians. Unfortunately, there is an abundance of myths and misconceptions that hold us back from engaging in a process that actually can be life-affirming, and freeing! The financial...
by Betty-Anne Howard | Nov 15, 2020 | Financial Planning Week, Fundraising, Meaningful Conversations, Philanthropy and Inheritance Planning
“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”...
by Betty-Anne Howard | Nov 15, 2020 | Financial Planning Week, Fundraising, Meaningful Conversations, Philanthropy and Inheritance Planning
“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...
by Betty-Anne Howard | Nov 15, 2020 | Financial Planning Week, Fundraising, Meaningful Conversations, Philanthropy and Inheritance Planning
“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...
