Financial Services Team

Betty-Anne M. Howard

M.S.W., B.A. (Hon.), CFP, CLU, RHU

Certified Financial Planner

After spending seventeen years working in the social and emotional health services field, Betty-Anne Howard began her career assisting people with their financial health and well-being. She has grown her practice over the past eleven years and has continued her thirst for knowledge and excellence in a career that requires life long learning and developing long-term relationships with clients.

Click here to read more About Betty-Anne

Fiona Stone, Personal Assistant

Fiona came to live in Canada, from England, in August 2009 and is now a permanent resident of Kingston. During the past year she has been enjoying learning about Canada and spending time getting to know the area, visiting downtown, parks and lakes and making her new house a home.

Coming from a background in social services, prior to coming to Canada, Fiona was working with a wide demographic. in a demanding role as a competent practitioner, resourceful character and a strong team player.  She is innovative and dynamic with a zest to achieve mutual goals as efficiently as possible. She is known by friends and colleagues to be friendly and enthusiastic and for her strong sense of commitment, integrity and determination.

Fiona is keen to rejoin the working world and is eager to embrace this new challenge, as the newest member of out team, wholeheartedly.

Paul Howard, Executive Assistant

Paul graduated from St. Lawrence College in 1983 with a diploma in Criminology. He worked from 1983 – 2001 (18 years) within the Ministry of Correctional Services as a Social Worker. Paul‘s sister, Betty-Anne, asked him to consider a career in Financial Services and he began working with Betty-Anne in 2001 as an Assistant. Paul completed his Level 2 Insurance license in 2004 and then obtained his mutual funds license in 2007.

With these qualifications Paul is a Financial Advisor and, a member of Betty-Anne’s Financial Services Team. Paul is a member of the Financial Advisor's Association of Canada, Advocis and, is currently working on his RHU (Registered Health Underwriter) designation and hopes to have that completed by 2010.

Having experienced heart issues as well as being diabetic Paul enjoys talking to people about Living Benefits such as; Critical Illness, Disability and Long Term Care Insurance.

Paul also enjoys completing investment/portfolio reviews and looks forward to seeing you in the office soon.