Designing custom financial solutions for your unique journey.
Trust our team to guide you towards financial success with expertise and integrity.
Our expertise lies in providing tailored recommendations on financial investments and life insurance for both individuals and businesses, including those with high net worth. Working alongside Financial Horizons Group as one of the Top 25 Advisors in Canada, we collaborate with proficient Corporate Tax Accountants and specialized Tax Lawyers to deliver comprehensive retirement planning services that yield optimal outcomes for your portfolio.
Rosanna was introduced to the financial industry early on by her father, Tim Green, who also built a successful insurance and investment practise in the Brockville area and surrounding community, which he operated for over 30 years.
After earning her Bachelor of Arts degree in commerce and economics from the University of Toronto, Rosanna got her life insurance broker and investments license. After five years as a Political Advisor to the Minister of Revenue, Ontario, and a financial advisor with a large provider, she launched her own business.
A passionate and experienced financial advisor who has spent his career helping individuals and businesses make informed decisions about their financial futures. Dane's expertise spans across a wide range of financial products and services, including retirement planning, life insurance, and investment strategies.
Throughout his career, Dane has honed his skills by working with a diverse range of clients, from high-net-worth individuals to small businesses. He prides himself on his ability to listen to his clients' needs and develop personalized financial strategies that help them achieve their goals.
Our process: delivering reliable financial advice for a secure future.
Establishing financial security is best achieved through a detailed planning process. Once we understand your unique situation, we can develop a dynamic plan that meets your immediate needs and goals while also considering potential changes in your professional and personal life in the future. Our team is committed to a long-term partnership with you to achieve your financial objectives. Here are the steps we take in our planning process:
We'll use our first meeting to understand your financial goals, priorities, preferences, and potential obstacles.
After the initial meeting, we'll have a deeper discussion about your personal and financial goals to create a detailed plan that meets your specific needs.
We'll provide a personalized roadmap focused on your specific needs that outlines steps to overcome obstacles and reach your financial objectives.
We'll proactively adjust your plan to meet changing priorities and goals over time. We'll help you navigate the changing landscape of financial planning, wealth management, and savings options.
The Financial Horizons Group is our Managing General Agency (MGA). They are appointed by insurance companies to distribute their products and services through independent financial advisors, like R.K. Publow Advisory Group. Financial Horizons Group is a leading, national MGA that provides a broad array of life, health, employee benefits, pension, investments, structured settlements, and risk management products and services to financial advisors like ourselves.
Their national team of insurance professionals have the knowledge and resources to respond quickly to any of our inquiries and needs, and are committed to providing the highest quality products, world-class services, and premier solutions for us to pass on to our clients.
Financial Horizons Group has 18 offices across Canada with approximately 160 employees, and is licensed in every province to provide world-class service to over 6,000 advisors Canada wide.