Howard Beals

Profile
  • Address:  1493 Merivale Road
  • Phone Number:  613-446-4507
  • Office Location:  Ottawa
  • Products Offered:  

I can help you:

I am a financial advisor working through the mutual fund dealership Professional Investments Inc., life insurance provider Financial Horizons and guaranteed investment broker Heritage Financial.  With this abundance of financial institutions at my disposal I am able to offer my clients Canada’s top mutual funds, insurance policies and GIC’s.

In the last 30 years I have had extensive experience with:

  • Financial planning
  • Mutual fund investing
  • Retirement planning
  • GICs
  • Life insurance
  • Segregated funds
  • Risk management
  • Disability insurance
  • Health and Dental benefits
  • TFSA  RRSP
  • RESP   RRIF
  • Annuities
  • Group RRSP
  • DCPP  DPSP

Award and achievements:

Biography

I started my career in financial services with London Life in Toronto in the summer of 1986. I spent 3 years with London Life before leaving the business for a year.  I returned to the business in the summer of 1990 when I moved to Ottawa.  I worked in conjunction with 2 different general insurance brokerages before going out on my own 2 years later.

Contact Howard Beals