Our Team

As a professional investment advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, I have the experience and resources to meet your needs.

Howard Beals

Investment Advisor

Howard has been in the financial services business for 37 years. He started with London Life selling segregated funds and life insurance products in 1986 in Toronto. In the summer of 1990, he moved to Rockland and managed the life insurance side of the business for 2 different general insurance brokerages in Ottawa before going out on his own, 2 years later.

In March of 1994, he completed his Mutual Funds licensing requirements and has been active in the business since, offering mutual funds for all the different investment plans, Non-Registered, RRSPs, RRIFs, RESPs, TFSAs, etc.

By offering mutual funds, life insurance products and GIC’s through a variety of different companies, we believe we can best meet your needs.

His focus first begins with a global view of your financial picture; thereafter, through an assessment process, your needs and goals are targeted; and from there, investment plans are developed.

Robyn Beals

Office Manager

Robyn has worked in the industry for over 25 years as an Administrative Assistant.

She is well versed with the rules of the industry and has an easy going report with clients. She also has an excellent relationship with the mutual fund companies and head office staff.

Robyn has been very active in her community over the past years as president on the parent council association of her children’s school and at the team and executive level of her children’s ringette association.