Step Into Your Financial Future With Confidence
Legacy Planning, Wealth Guidance and Financial Education for Women
Choose
Charity Over
Taxes
Achieve Long Term Financial Security and Control
Navigate Tough Life Transitions With Expert Guidance
Future
It’s time for a change.
For too long the wealth management community has been an old boys club, underserving women and couples who want better choices, better communication, and a financial plan that lines up with their unique life goals.
Women like you want to understand the process and be empowered and in control.
Tough life transitions like the death of a loved one, navigating an inheritance, divorce, dealing with a blended family, and planning for succession or retirement are realities that need a personalized approach.
Let’s Work Together To
Create a clear plan mapped to YOUR unique life journey
Demystify the process (and the terminology!)
Ask the right questions and gain control
Resolve money issues and protect your family
Make your dreams a reality
“
Betty-Anne’s approach to financial and legacy planning is realistic, highly ethical and effective. I particularly appreciate her focus on long-term goals and financial literacy. A bonus: Betty-Anne is smart and funny!
Jenny Ellison
Curator, Canadian Museum of History
I’m Interested In…
Making smart plans for the future
Wealth Guidance, Inheritance Planning, Estate Planning, Financial Planning
Learning about money management
Financial Literacy Courses and Resources
Choosing charity over taxes
Legacy Planning, Charitable Gift-Giving, Philanthropic Donations
Hi, I’m Betty-Anne
Before becoming a financial planner, I worked for almost two decades in social work, teaching, and counseling.
One of the most important parts of that work is asking questions, and learning as much as you can about a person’s unique needs, strengths, challenges, and dreams for the future.
I’ve always felt driven to bring that same holistic and respectful approach to the financial services sector.
Certified and Trusted By
Here’s How We Can Work Together
1
We discuss your unique situation and goals
2
We create a clear plan for your financial journey
3
You feel confident, secure, and sleep well at night!
FREE GUIDE
The Woman's Financial Game Plan
7 Strategies to find the right advisor, understand your choices, and feel empowered
“
You’ve come to the right place if you are yearning to thoughtfully connect your use of resources to what really matters in your life today and for all those tomorrows
Christie Andrus, CEO
Human Factor Leadership
“
Betty-Anne is not just a financial planner – she inspires people to live their truth and then teaches them how to carve out a financial path that aligns with their core values
Jackie Porter
Speaker, Financial Strategist
Featured Learning
Estate and Legacy Planning: From the Simple to the More Complex – Part 2
In Part 1 of our journey through Estate and Legacy Planning, we explored the heart and head of this intricate process, delving into the profound...
Estate and Legacy Planning: From the Simple to the More Complex – Part 1
Estate and Legacy Planning are often misunderstood because of the number of rampant myths and misconceptions that obstruct our ability to find our...
Celebrating 25 Years: Exploring The Past, Present, and Future
I remember it clearly, as though it was just yesterday, hearing my Financial Planner, Lise Allin, say to me, “We need people like you in financial...
More is possible with your money, assets and wealth than you thought.
Make confident, meaningful decisions with your money, and maybe even change the world doing it.
