February is #BlackHistoryMonth – a time for us to honour the legacy of Black Canadians in our communities. Read more about this year’s theme, “Black Legacy and Leadership: Celebrating Canadian History and Uplifting Future Generations”. https://ow.ly/713y50UW3oz
Financial Horizons
Financial Services
Kitchener, ON 4,715 followers
Delivering an elevated experience for independent advisors since 1990.
About us
When you partner with Financial Horizons, our team of experts becomes your team of experts. Whether that’s uncovering new opportunities to grow your business, simplifying compliance solutions to proactively safeguard your practice, or connecting you with advanced market specialists to navigate large cases and emerging markets – our customizable suite of services and support is anchored in one clear goal: helping independent advisors achieve their definition of success. As a leading MGA, we raise the bar on service excellence by taking the time to understand what matters most to advisors and evolving with them – today, we actively meet the unique needs of more than 6,500 advisors through local teams across Canada. Joining Canada Life in 2017 welcomed us into a family of financial service firms under the Power Corporation umbrella – enhancing our ability to provide advisors an even broader range of practical and innovative solutions to reach their business goals. What’s next on your horizon?
- Website
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http://www.financialhorizons.com
External link for Financial Horizons
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Kitchener, ON
- Type
- Privately Held
- Founded
- 1990
- Specialties
- Life Insurance, Living Benefits Insurance, Segregated Funds, Annuities, and Group Benefits
Locations
Employees at Financial Horizons
Updates
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To those celebrating the Lunar New Year today, we wish you growth, longevity and wisdom! #FH #LunarNewYear #YearOfTheSnake
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Leadership Announcement: Welcoming a New Chapter at Financial Horizons We are pleased to share significant updates as we take the next steps in the evolution of our leadership team. As CEO, Nick Pszeniczny announced that Sean Downey will be joining Financial Horizons as President to focus on our business, how we operate and the continued strength of our teams and the value we provide to independent advisors. A seasoned leader with over 23 years of experience, including a dedicated focus on advisor partnerships in the MGA marketplace, Sean brings strategic vision and an unwavering commitment to supporting advisor needs. Throughout his career, Sean has held numerous advisor-focused leadership roles, including head of wholesaling (wealth, life, living benefits, credit) and, most recently, he was part of Investment Planning Counsel's Leadership Team, focusing on partnership growth with top independent wealth advisors. Today we also announced that after an impressive 20-year career with Financial Horizons, Heidi MacDonald has made the personal decision to step away from her role as EVP. Her contributions to Financial Horizons and the broader industry are immeasurable. From shaping countless careers to forging strong partnerships and driving innovation across operations, distribution and sales, Heidi leaves an indelible legacy. We thank Heidi for the incredible impact she has made and wish her continued success in the next chapter of her journey. We’re confident Sean Downey’s leadership will enhance our passion to support advisor business growth. Please join us in thanking Heidi for her contributions and welcoming Sean as we embark on this exciting new chapter together. #FinancialHorizons #AdvisorSuccess
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Today marks the beginning of the joyous Jewish holiday of Hanukkah. Known as the Festival of Lights, the eight-day holiday is observed by special prayers, fried foods and, most notably, candle lighting. Each night of the celebration, an additional candle is lit on the menorah - a candelabrum with eight candles. There is a ninth candle set apart from the others, from which all other candles are lit, called a shamash. It is traditional for the shamash to be made with beeswax. Happy Hanukkah to everyone celebrating! #HappyHanukkah #FinancialHorizons
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We at Financial Horizons extend our warmest wishes to you and your loved ones this holiday season. No matter how you celebrate, we hope you enjoy the festivities and stay safe. #HappyHolidays #FinancialHorizons
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Financial Literacy Month may be over, but in the spirit of this year’s theme “Money on your Mind. Talk about it!”, Financial Horizons is committed to continuing the conversation. We #StartedTheConversation with Financial Horizons team members by asking what financial literacy means to them and shared highlights from these conversations on our X platform last week. Check out the recap and join the conversation by telling us what financial literacy means to you: leave a comment below! #FH #FinancialHorizons #FinancialLiteracyMonthAndBeyond #BeginTheConversation #FinancialAdvisors Chris Desrochers Micheline Rogina Alan Yescas Nina Kavalinas
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Today is International Day of Persons with Disabilities. This year, the United Nation’s theme for the day is "Amplifying the leadership of persons with disabilities for an inclusive and sustainable future” - something that we at Financial Horizons support and encourage. Amplifying the leadership of persons with disabilities – and promoting inclusivity in leadership in general - is crucial to the equality and well-being of the workplace society. It brings diverse experiences and perspectives to the table, helping to create a more accessible, dignified world in which everyone can not only participate, but thrive. #FinancialHorizons #DisabilityDay #IDPD
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We’re excited to introduce our new Emerging Leaders’ study group – a group of highly growth-focused advisors who want to continue growing and contribute to the lasting strength and success of their practice. Our first event was held this week in Toronto where the inaugural group of advisors gained knowledge and developed skills in proven areas of advisor success. There is tremendous value in connection and sharing with like-minded advisors. That’s what this week’s event was all about: Creating the opportunity to collaborate with others in similar career stages who are also focused on their growth, development and being a part of the industry’s future. Thank you to everyone who joined us this week. We’re honoured to be partnering with you. #FH #FinancialHorizons #HighNetWorth #Financialadvisors
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This Financial Literacy Month (FLM) has focused on the importance of starting the conversation about finances. Bringing finances into everyday dialogue helps increase not only your clients’ financial literacy, but also that of your family, friends and colleagues. Now that we’ve provided you with tools and resources to help initiate and navigate these conversations, it’s time to consider a final audience to whom the topic of finances can prove crucial: young people. Hidden among today’s youth are tomorrow’s financial advisors. As a financial expert, you have the unique opportunity to pass down your knowledge to the next generation and influence their relationship with money. This month, and every month, be the one to begin money conversations with the young people in your life. If you’re not sure where to start, the website below is a great place. Built for teachers, it provides you with age-appropriate lesson themes, videos and discussion topics for youth. https://lnkd.in/gE7-gp6E #FH #FinancialHorizons #FinancialLiteracyMonth #BeginTheConversation #FinancialAdvisors
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Canada’s ecosystem directly impacts its citizens’ finances. Today, our country’s current economy is a stress point for many Canadians as they try to navigate their finances in uncertain times. The constant flux of the economy can make the already-challenging topic of finances even more difficult to discuss for many, as it can seem impossible to stay up to date on its endless moving and shifting elements. Plus, as impactful and relevant as the economy may be to all our lives, it’s not an issue anyone can escape or solve, which can be a discouraging reality. As advisors, that’s one of the many reasons you’re essential in your clients’ financial lives. The economy is always going to be in flux, and while this can’t be changed, it can be planned for through financial education and discussion. Instead of trying to do the impossible - changing the economy - let’s focus on how your clients can be not only fine, but successful, in an unpredictable and ever-changing economy. Having conversations and educating clients on their finances now can help them to remain steady when the economy inevitably shifts later. Here are some budgeting tools to help simplify the conversation and empower your clients to become more financially literate by taking control of their finances. https://lnkd.in/dBDyJf3Y #FH #FinancialHorizons #FinancialLiteracyMonth #BeginTheConversation #FinancialAdvisors
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