We are personal advisors, and like to think of ourselves as our clients’ “family Chief Financial Officer.” We strive to identify our clients’ needs, objectives and their hopes and dreams. Providing them with personalized, realistic and prudent advice.
Our primary “tool” is our thorough and disciplined review and personal financial diagnostic process. The old adage that “a jack of all trades is a master of none” is one that we believe is absolutely true. Our advice and counsel is based on a team system within our firm, as well as an outside “team” of professional advisors from many disciplines. By incorporating this approach, and acting as “team leader” we are able to provide our clientele with the best, broadest and most coordinated advice possible.
Director, Private Client Group,
Senior Financial Advisor, HollisWealth®
(416) 590-7807 #226
Howard is the founder, leader and Chief Investment Strategist of HG Partners Limited. With over two decades as a Senior Financial Advisor, Howard manages client relationships and shares team responsibilities in the areas of Investment, Insurance and Financial Planning.
Some of the most important words in his vocabulary are trust and integrity, because trust once lost is seldom regained.
Howard believes that wealth comes in many forms. His particular focus on “Wealth” reflects the emphasis he places on earned confidence and the lasting security that only hard work and thoughtful planning can do. Much more than a measure of monetary gain, “Wealth” is a state of certainty about the limitless possibilities of the future.
(416) 590-7807 #227
Jeff grew up in northwestern Ohio near the south shore of Lake Erie. He came to Canada on a graduate school scholarship and never looked back. He is a founding partner of HG Partners Limited.
His two decades of experience prior to helping to form HG Partners in 2003 taught him some important lessons. He learned to understand that most people need help in dealing with their finances. He also found out that this need was not based on net worth. High net worth people also needed guidance. Jeff’s focus is on financial planning, as he believes that is the cornerstone for achieving financial peace of mind. “Peace of mind” is, and has always been, Jeff’s credo.
(416) 590-7807 #233
Lori began her professional career in branch management with a trust company, and during that time earned the Certified Financial Planner® designation. She began to focus on financial planning in 1996, and joined HG Partners Limited in 2006, where she is a key member of the firm’s financial planning team.
She has two decades of experience in providing comprehensive financial planning advice to a wide ranging clientele, including corporate executives, professionals, business owners, retirees and families. Lori appreciates HG Partners’ collaborative and team based approach to financial planning and wealth management and finds it rewarding, on a personal level, to see the firm’s clients work toward and achieve their retirement and other financial and lifestyle goals as a result of the firm’s planning process.
(416) 590-7807 #239
Margaret was born and raised in Toronto. Her parents were both from a small village in Prince Edward Island, and she was lucky enough to spend her summers there swimming and fishing the days away. She enjoys all sports and has been called “somewhat competitive” by friends over the years.
A key member of the firm’s financial planning team, Margaret began working in financial planning in 1981, and earned her Certified Financial Planner® designation in 1987. She feels fortunate to continue to work with some of her earliest clients. Since joining HG Partners in 2006, she has been able to continue helping clients define and achieve their financial goals.
(416) 590-7807 #236
Sarah joined the HG Partners Limited team in 2008, bringing with her a background in business administration and financial planning. She is a key resource for the firm`s investment and financial planning teams, and also serves as the firm`s office administrator. As such, Sarah`s responsibilities are many, and include the implementation of advisor and client approved investment strategies and client accounts.
Outside of the office, Sarah enjoys spending time with her husband Jay and their son Grayson as they travel to places near and far, and in her free time relaxes with a good book.
(416) 590-7807 #232
Stacey was born in Ukraine and has lived in Canada since 1998. She joined HG Partners Limited in 2012, and is an administrative assistant responsible for client relations. In that role, she assists clients in many ways and acts as a key liaison with the firm’s investment and financial planning teams. She also plays a major role in ensuring that all client-related regulatory and compliance matters are in order.
Her bi-cultural background and focus on client satisfaction have led her to a number of diverse opportunities in law, logistics and marketing before joining HG Partners. Stacey finds great personal satisfaction in helping others and is actively furthering her education in the financial industry.
(416) 590-7807 #228
Marni was born and raised in Toronto. She joined HG Partners Limited in 2016, and is a Customer Service Administrator responsible for client relations.
Her previous experience as a Sales Coordinator/Administrative Assistant in various business sectors over the years enable her to assist clients in many ways. She assists in ensuring that all client-related regulatory and compliance matters are in order. She is actively furthering her education in the financial industry.