Betty-Anne Howard

Betty-Anne Howard, CFP, MFA-P, CLU, CHS, CEA

CEO and Founder, Athena Wealth and Legacy Solutions

About 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.

Typical Clients

Your legacy is the way you lead your life, not just what you leave behind.

You aren’t just looking for a financial advisor who manages your dollars. You want a financial relationship that helps you create your vision and shows you how to do more with what you have.

You want to understand the process and feel empowered and in control, with peace of mind about the future.

What we do with our money has the power to change our lives – and the world.

For too long the wealth management community has been an old boys club, underserving women and couples who want better choices, better communication, and a financial plan that lines up with their unique life goals.

Women want to understand the process and be empowered and in control.

Tough life transitions like the death of a loved one, navigating an inheritance, divorce, and planning for succession or retirement are realities that need a personalized approach.

Let’s Work Together To:
Create a clear plan mapped to YOUR life journey
Demystify the process (and the terminology!)
Ask the right questions and gain control
Resolve money issues and protect your family
Make your dreams a reality

Free Consultation

Contact Betty-Anne Howard about adding a charitable gift to your Will

[email protected] 613-547-1554 Betty-Anne's website