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I am retired from the Federal Government, 18 years with Canada Revenue Agency and 23 years with Old Age and Canada Pensions. I prepared individual income tax returns for 10 years for Credit Union members and clients. The past two years I have worked on my own from my home in Eastern Passage as a registered e-filer preparing individual tax returns and assisting clients with OAS and CPP benefits.  

Brian S. Horton, BBA, CFP, CLU, CSP, CHS, EPC, CEA, CPCA, RWM  

Retirement Income & Estate Planning Specialist    

Brian Horton, a
Certified Financial Planner and Principal of Heritage Wealth Services.  He has had the satisfaction of meeting the retirement and estate planning
needs of his clients.  He does this by
consulting with his clients so that he can understand their financial
objectives and concerns and works with them to build a plan that responds to
their individual needs.

Brian will provide
service, advice, and an array of products to address estate planning, financial
planning, business insurance, group health benefits, group retirement plans, disability
insurance, critical illness insurance, wealth accumulation, and life
insurance.  Brian will endure to develop
a reputation for expertise and superior service.

It’s important to Brian that he provides his
clients with educated advice.  He does
this by continually upgrading his skills through counseling from industry
experts as well as through industry memberships such as the Financial Advisors
Association of Canada (Advocis) and the Million Dollar Round Table (MDRT).
Brian also holds both a diploma and a degree in Business Administration from
Sir Sandford Fleming College, Peterborough, ON, and Lakehead University, Thunder
Bay, ON.  In 2002, Brian was also
accredited his Certified Sales Professional (CSP) designation by the Canadian
Professional Sales Association. 
Furthermore, he has completed his Certified Financial Planning (CFP), Chartered Life Underwriting (CLU), Certified
Health Insurance Specialist (CHS), Elder Planning Counselor (EPC), Certified Executor Advisor (CEA), Certified Professional Consultant on Aging (CPCA), and Real Wealth Manager (RWM) designations.  Brian
is currently working towards his Tax & Estate Planning (TEP) designation.

Regional Investment Sales Associate for Empire Life from Ottawa to Toronto.

I am a freelance Paralegal with over 26 years experience.  I have a passion for guiding families and friends when a loved one has passed.   My goal is to ease the burden and help executors navigate their way through the administration process.   I offer impartial, focused, communicative guidance and support to executors including hands on preparation of applications needed to administer any estate.   I also have a network of professionals that I can call upon in the event complex matters arise.    

Heir locating is my specialty and I have assisted executors find heirs across the globe.  

Additionally, I am passionate about pre-planning and feel estate planning should be accessible and affordable therefore I have co-created "Make Your Own Wills".  A website offering a plethora of estate planning guidance and the ability for the user to make their own estate planning documents utilizing a simple questionnaire.  

I am also a Commissioner for Oaths.  

I have a Masters Degree in Social Work and an Honours Degree in Psychology and my passion is to provide information to others that is relevant, interesting and accessible. My work as a Certified Financial Planner includes and advanced estate planning designation and I love helping people make their dreams a reality.

My credentials include my CFP, CLU & CHS designation.

We provide financial planning services which includes; retirement income planning, estate planning, education planning, inheritance planning and risk management planning. 

I also specialize in Socially Responsible Investing

I help my clients plan for today and also for the future

Kris has been educating her clients since 2008 about the importance of living benefit products and financial advising for every stage of life, specializing in Estate Planning. Kris respects the relationships she has built and values the opportunity to be able to change or enhance your financial future. She is a licensed Life Insurance Broker and financial advisor (LLQP) and an Elder Planning Counselor (EPC).

Kris is well connected to other business professionals in her community and utilizes them to help her clients and ease the struggles of everyday life. Kris is also a member of the Barrie Senior Services Network.

Kris is a member of the Kempenfelt Rotary Club, Past President of the Barrie Chamber of Commerce Board and past Fundraising Chair for the Barrie Food Bank. Her passion to helping others goes beyond her business and has been recognized by her peers in receiving the Legends and Legacy Award 2018, the President's Award 2015 by the Barrie Chamber of Commerce and The Barrie Examiner's Women in Business Heart and Soul Award in 2013. Kris is Chair of the Board for Project Lifesaver Simcoe, a tracking device system for our vulnerable citizens that are prone to wandering and go missing in Simcoe County. 

I am a comprehensive Financial Planner and a Divorce Specialist as well as a CLU (estate Planner).  I provide advice for a fee.  In additional I hold a license with the MFDA and the Insurance Council and sell products when I am engaged to do so and when they are appropriate. When i work with long term clients I manage assets and ensure they are properly insured based on their goals. When our clients die we help guide their executors in settling our client's estate.

Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a CFP, CIM, EA (Enrolled Agent, enrolled to practice before the IRS).Rob has completed the CICA in-depth Tax Course, is a founding member of the London Tax Study Group for Lawyers and CA's and is on the board of the Entrepreneurial CPAs of London.