Betty-Anne Howard

Philanthropic Financial Planner
Award-Winning Speaker, Author, Financial Literacy Advocate
Charitable Giving Expert

For over 20 years, Betty-Anne has been guiding women, couples and families to realize their financial dreams and shared her vision with audiences around the world.

Before becoming a Certified Financial Planner®, she spent 17 years in the social and emotional health services field as a counsellor and teacher. This experience, in addition to her Master’s Degree in Social Work and Honours Degree in Psychology, has informed her more holistic approach to Financial Planning.

Betty-Anne helps her clients by treating financial planning as a natural extension of life planning. She strives to make her writing and conversations interesting, relevant, and—here’s a word you don’t hear often in financial planning—fun.

With her specialization in strategic philanthropic planning and charitable giving, she has been able to direct millions of dollars to the charitable sector while dramatically reducing taxes for those individuals she has assisted.

Betty-Anne has developed and delivered courses at both Queen’s University and St. Lawrence College. She’s also been honoured with numerous awards for her public speaking and has facilitated a variety of inspirational talks to organizations such as the Ottawa Estate Planning Council, Friends of the Earth Canada, Action Canada and the Canadian Association of Gift Planners.

An accomplished author having published her most recent book, Making Your Dreams a Reality, Betty-Anne is currently at work on her 2nd book.

She is a member of the Canadian Association of Gift Planners having also been their Ottawa Education Chair, and for two years served as a Trustee at the Institute for Advanced Financial Education.

Betty-Anne lives with her life partner Maggie and adopted Goldendoodle, Phoenix, on beautiful Bass Lake between Kingston and Ottawa. They enjoy the great outdoors and spending time with their horses, Stella and Brooklyn.