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
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Ontario