Making Your Dreams A Reality

I know it can sound unrealistic, or even downright naïve, to say “I’m going to make your dreams a reality”. But here’s the thing – it isn’t!

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.

I believe too much of financial planning has to do purely with money, while ignoring what I call “the meaning behind the money”. After all, the point of financial planning isn’t to make money, it’s to make lives. It’s to help people do what they want to do.

Once we discover what really matters to you, we work together to create strategies, and utilise tools that can absolutely make your dreams a reality. Whether you want to improve your financial literacy, plan for the future while enjoying the present, or be more philanthropic while paying less tax, I can get you there.

Financial planning shouldn’t be a chore, or an order, it should be an invitation. So, what would you like to do?

Betty-Anne Howard

Financial Planner, World Class Speaker Award Winner

Here is what I’m Passionate About

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From The Blog

Here are the most recent posts from my blog.

Honour Your Father and Your Mother

“Honour your father and your mother” is one of the Ten Commandments, which served as the primary inspiration for the building of Ottawa’s Jewish Home for the Aged, better known as Hillel Lodge. “The Lodge” as it is affectionately known has grown from its original 29 bed facility on Wurtemburg street in the Sandy Hill area – built in 1965, to its current 121 bed facility now located on Nadolny Sachs Private in Ottawa’s west end (built in 2000).

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Talking about Philanthropy: it takes two to tango

What kind of conversations are you having with your financial advisor about your core beliefs, your values, the reasons you like to give and give back? Does your advisor know which of the causes you support are the most important to you? Have you talked about the ways that strategic charitable giving can help you to make the most impact, both now and in the future? Or do most of your conversations revolve around how to reduce taxes?

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Magnifying Your Charitable Gift

It surprises me how often I think about the types of care I wish had been in place when my Mother was dying of cancer, over twenty five years ago. We adored our Mother. She was the one who all our friends wanted to share their experiences with to get her support and sage advice about; boyfriends, girlfriends, troubles with their parents and other challenges we were all facing as adolescents and young adults.

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Betty-Anne Howard is a force of nature - an inspirational speaker whose stories pull at your heartstrings and then she demonstrates how to grow your heartfelt ideas into realization.

~ Beatrice Olivastri, CEO, Friends of the Earth Canada and Chairperson, Ottawa Chapter, Canadian Association of Gift Planners

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