Author of the book Making Your Dreams a Reality; Taking the Mystery out of Financial Planning and not the Magic. Award Winning, World Class Speaker, Betty-Anne has a passion for making information accessible, interesting, relevant and enjoyable.

She has been a Financial Life Planner for over twenty years and been a member of the RIA for most of those years.

Currently Betty-Anne is focussing on Philanthropic Planning, magnifying donors gifts to charities, enhancing their impact, to make as big a difference in the world as possible This is a part of her vision and values www.bettyanne.net. All of which go together nicely with her commitment to Responsible Investing.

Services Offered in RI
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Other
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
Minimum Account Size

$250,000+

Investor Type Dealt With

Individual

Type of License

MFDA

Provinces Licensed In
  • Ontario