Financial Horizons Group
Description
Address: 333 Chestnut St, Needham, MA 02492 Phone: (781) 444-4141: : Website: : Place name: : : Category: Hours: : Website: http://horizongrp.net/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Horizon Financial Group Inc Posting publicly on the Web Write a review Reviews Be the first to review
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Financial Horizons Group Employees
Employee
Years
Job
Industry
Norman Pettifer Norman Pettifer's Financial Horizons Group Experience September 2013 - Present
Job Senior Support Technician at Financial Horizons Group
Industry Information Technology and Services
Experience
Financial Horizons Group September 2013 - Present
Financial Horizons Group December 2010 - September 2013
Sapphire Group February 2009 - May 2010
Schulte Industries Ltd. September 2008 - February 2009
Skills
Windows 7, Windows Server, Microsoft Exchange, Network Administration, Active Directory, Software Documentation, Software Installation, Troubleshooting, Technical Support, Security, Servers, XP, System Administration, Virtualization, VMware, Networking, Hardware, Symantec Endpoint..., Symantec Backup, Network Security, DNS, VPN, Computer Hardware, Firewalls, Operating Systems, Disaster Recovery, TCP/IP, Windows XP
Education
Conestoga College 2010 — 2013
Network Fundamentals, Computers
College Heights Secondary School 1983 — 1987
Ontario Secondary School Graduation Diploma, Drafting and Design Technology/Technician, General
Financial Horizons Group September 2013 - Present
Financial Horizons Group December 2010 - September 2013
Sapphire Group February 2009 - May 2010
Schulte Industries Ltd. September 2008 - February 2009
Skills
Windows 7, Windows Server, Microsoft Exchange, Network Administration, Active Directory, Software Documentation, Software Installation, Troubleshooting, Technical Support, Security, Servers, XP, System Administration, Virtualization, VMware, Networking, Hardware, Symantec Endpoint..., Symantec Backup, Network Security, DNS, VPN, Computer Hardware, Firewalls, Operating Systems, Disaster Recovery, TCP/IP, Windows XP
Education
Conestoga College 2010 — 2013
Network Fundamentals, Computers
College Heights Secondary School 1983 — 1987
Ontario Secondary School Graduation Diploma, Drafting and Design Technology/Technician, General
Darrin Stasso, ACS, CHS Darrin Stasso, ACS, CHS's Financial Horizons Group Experience August 2005 - Present
Job Business Development Manager at Financial Horizons Group
Industry Financial Services
Experience
Financial Horizons Group August 2005 - Present
Financial Horizons Group 2005 - Present
Manulife Financial 2002 - 2005
Canada Life Assurance Co 1999 - 2002
Skills
Financial Planning, Retirement, Critical Illness, Insurance, New Business Development, Sales Management, Strategic Planning, Account Management, Customer Relations, Marketing Strategy, Investments, Employee Benefits, Strategy Development, Coaching, Team Leadership, People Management, Financial Services
Education
Sheridan College
University of Toronto at Mississauga - Erindale College
Wilfrid Laurier University
Life License Qualification Program
Financial Horizons Group August 2005 - Present
Financial Horizons Group 2005 - Present
Manulife Financial 2002 - 2005
Canada Life Assurance Co 1999 - 2002
Skills
Financial Planning, Retirement, Critical Illness, Insurance, New Business Development, Sales Management, Strategic Planning, Account Management, Customer Relations, Marketing Strategy, Investments, Employee Benefits, Strategy Development, Coaching, Team Leadership, People Management, Financial Services
Education
Sheridan College
University of Toronto at Mississauga - Erindale College
Wilfrid Laurier University
Life License Qualification Program
Gary Fader CHS Gary Fader CHS's Financial Horizons Group Experience August 2013 - September 2014
Job Business Development Manager at Qualified Financial Services
Industry Insurance
Experience
Qualified Financial Services September 2014 - Present
Financial Horizons Group August 2013 - September 2014
The Edge Benefits June 2011 - August 2013
GSA Financial Services 2000 - 2011
Darmouth Hyundai 1990 - 2000
London Life 1988 - 1990
Skills
Insurance, Health Insurance, Life Insurance, Long-term Care, Property & Casualty..., Employee Benefits, Pensions, Mortgage Marketing, Retirement, Strategic Financial..., Wealth Accumulation, Investments, Mutual Funds, Financial Planners, Wealth Management, Wealth, Risk Management, Customer Service, Sales Management, Term Life Insurance, Critical Illness, Disability Insurance, Retirement Planning, Estate Planning
Education
Advocis 2011 — 2011
Certified Health Specialist (CHS), Insurance
Life Underwriters Association 1988 — 1988
Life Licence, Insurance
Dalhousie University 1980 — 1983
Parks, Recreation and Leisure Studies
Grahan Creighton High 1976 — 1979
Qualified Financial Services September 2014 - Present
Financial Horizons Group August 2013 - September 2014
The Edge Benefits June 2011 - August 2013
GSA Financial Services 2000 - 2011
Darmouth Hyundai 1990 - 2000
London Life 1988 - 1990
Skills
Insurance, Health Insurance, Life Insurance, Long-term Care, Property & Casualty..., Employee Benefits, Pensions, Mortgage Marketing, Retirement, Strategic Financial..., Wealth Accumulation, Investments, Mutual Funds, Financial Planners, Wealth Management, Wealth, Risk Management, Customer Service, Sales Management, Term Life Insurance, Critical Illness, Disability Insurance, Retirement Planning, Estate Planning
Education
Advocis 2011 — 2011
Certified Health Specialist (CHS), Insurance
Life Underwriters Association 1988 — 1988
Life Licence, Insurance
Dalhousie University 1980 — 1983
Parks, Recreation and Leisure Studies
Grahan Creighton High 1976 — 1979
Tina Plett - Event Management Consultant Tina Plett - Event Management Consultant's Financial Horizons Group Experience February 2012 - October 2012
Job Helping organizations manage engaging events.
Industry Events Services
Experience
Cardinal Conference & Event Solutions October 2012 - Present
Financial Horizons Group February 2012 - October 2012
Financial Horizons Group September 2007 - February 2012
Cardinal Concierge January 2000 - September 2007
Miller Thomson LLP (formerly Sims, Clement, Eastman) 1998 - 2000
Skills
Microsoft Office, Adobe Creative Suite CS5, Adobe Creative Suite, Marketing Communications, Strategic Planning, Insurance, Marketing, Recruiting, Graphic Design, Marketing Strategy, Public Speaking, Management, Event Management, Contract Negotiation, Online Marketing, Advertising, Account Management, Team Leadership, Coaching, Sales Management, New Business Development, Social Media Marketing, Customer Service, Business Planning, Budgets, Event Planning, Social Networking, Online Advertising, Lead Generation, Email Marketing, Small Business, Trade Shows, Public Relations, Entrepreneurship, Direct Marketing, Brand Development, Marketing Management, B2B
Education
University of Waterloo
Conestoga College
Conestoga College
Event Management
Conestoga College
Digital Imaging - Certificate Program
Conestoga College
Diploma in Human Resource Management
Conestoga College
Institute of Law Clerks of Ontario, Studied Litigation, Corporate, Estate and Real Estate
Sault College
Diploma in Business Administration, Specializing in Legal Administration
Elliot Lake Secondary School
Cardinal Conference & Event Solutions October 2012 - Present
Financial Horizons Group February 2012 - October 2012
Financial Horizons Group September 2007 - February 2012
Cardinal Concierge January 2000 - September 2007
Miller Thomson LLP (formerly Sims, Clement, Eastman) 1998 - 2000
Skills
Microsoft Office, Adobe Creative Suite CS5, Adobe Creative Suite, Marketing Communications, Strategic Planning, Insurance, Marketing, Recruiting, Graphic Design, Marketing Strategy, Public Speaking, Management, Event Management, Contract Negotiation, Online Marketing, Advertising, Account Management, Team Leadership, Coaching, Sales Management, New Business Development, Social Media Marketing, Customer Service, Business Planning, Budgets, Event Planning, Social Networking, Online Advertising, Lead Generation, Email Marketing, Small Business, Trade Shows, Public Relations, Entrepreneurship, Direct Marketing, Brand Development, Marketing Management, B2B
Education
University of Waterloo
Conestoga College
Conestoga College
Event Management
Conestoga College
Digital Imaging - Certificate Program
Conestoga College
Diploma in Human Resource Management
Conestoga College
Institute of Law Clerks of Ontario, Studied Litigation, Corporate, Estate and Real Estate
Sault College
Diploma in Business Administration, Specializing in Legal Administration
Elliot Lake Secondary School
Brian G. Shaw Brian G. Shaw's Financial Horizons Group Experience February 2005 - April 2014
Job Principal BDS Financial Inc.
Industry Financial Services
Experience
BDS Consultants 1995 - Present
Financial Horizons Group February 2005 - April 2014
National Life Of Canada September 1992 - February 2005
Skills
Managing General Agency, Retirement Plans, Employee Benefits, Critical Illness, Wealth Management, Retirement Planning, Disability Insurance, Term Life Insurance, Pensions, Life Insurance, Financial Planners, Financial Services, Sales Management, Internet Marketing, Budget Management, Retirement, Insurance, Estate Planning, Fixed Annuities, Financial Planning
Education
De La Salle "Oaklands" College
Ryerson University
Business Administration, Marketing/Marketing Management, General
BDS Consultants 1995 - Present
Financial Horizons Group February 2005 - April 2014
National Life Of Canada September 1992 - February 2005
Skills
Managing General Agency, Retirement Plans, Employee Benefits, Critical Illness, Wealth Management, Retirement Planning, Disability Insurance, Term Life Insurance, Pensions, Life Insurance, Financial Planners, Financial Services, Sales Management, Internet Marketing, Budget Management, Retirement, Insurance, Estate Planning, Fixed Annuities, Financial Planning
Education
De La Salle "Oaklands" College
Ryerson University
Business Administration, Marketing/Marketing Management, General
Gerry Anthony CLU, CHS Gerry Anthony CLU, CHS's Financial Horizons Group Experience June 2010 - September 2013
Job Business Development Consultant at Hoopis Performance Network
Industry Financial Services
Experience
Hoopis Performance Network November 2013 - Present
Anthony Consulting Services February 2010 - Present
Financial Horizons Group June 2010 - September 2013
Standard Life Assurance Ltd 1997 - 2010
Canada Life 1994 - 1997
Empire Life 1991 - 1994
Crown Life Insurance Co. 1987 - 1991
Skills
Investments, Mutual Funds, Financial Services, Wealth Management, Retirement, Retirement Planning, Product Development, Strategic Financial..., Pensions, Financial Advisory, Estate Planning, Insurance, Training, Investment Advisory, Financial Planners, Wealth, Life Insurance, Disability Insurance
Education
Memorial University of Newfoundland 1961 — 1965
Invertebrate Zoology
Bishops College
Hoopis Performance Network November 2013 - Present
Anthony Consulting Services February 2010 - Present
Financial Horizons Group June 2010 - September 2013
Standard Life Assurance Ltd 1997 - 2010
Canada Life 1994 - 1997
Empire Life 1991 - 1994
Crown Life Insurance Co. 1987 - 1991
Skills
Investments, Mutual Funds, Financial Services, Wealth Management, Retirement, Retirement Planning, Product Development, Strategic Financial..., Pensions, Financial Advisory, Estate Planning, Insurance, Training, Investment Advisory, Financial Planners, Wealth, Life Insurance, Disability Insurance
Education
Memorial University of Newfoundland 1961 — 1965
Invertebrate Zoology
Bishops College
Peter Pickett Peter Pickett's Financial Horizons Group Experience November 2008 - September 2012
Job Executive consultant at Definition Financial
Industry Investment Management
Experience
Definition Financial May 2014 - Present
Legal Shields June 2012 - Present
Sentry Group October 2012 - May 2014
Financial Horizons Group November 2008 - September 2012
Investors Group November 2005 - September 2008
ATS Automation Tooling Systems January 1990 - November 2004
Skills
Handyman, Social Networking, Connectivity, Strategic Planning, Employee Benefits, Small Business, Strategic Financial..., Investments, Banking, Customer Service, Wealth, Mortgage Lending, Estate Planning, Retirement Planning, Critical Illness, Wealth Management, Financial Services, Risk Management, Insurance, Financial Planning, Retirement, Leadership
Education
Conestoga College
Machinist licence
St. Daniel's
St. Jerome's
Definition Financial May 2014 - Present
Legal Shields June 2012 - Present
Sentry Group October 2012 - May 2014
Financial Horizons Group November 2008 - September 2012
Investors Group November 2005 - September 2008
ATS Automation Tooling Systems January 1990 - November 2004
Skills
Handyman, Social Networking, Connectivity, Strategic Planning, Employee Benefits, Small Business, Strategic Financial..., Investments, Banking, Customer Service, Wealth, Mortgage Lending, Estate Planning, Retirement Planning, Critical Illness, Wealth Management, Financial Services, Risk Management, Insurance, Financial Planning, Retirement, Leadership
Education
Conestoga College
Machinist licence
St. Daniel's
St. Jerome's
Darryl Hardy, CPA, CGA Darryl Hardy, CPA, CGA's Financial Horizons Group Experience August 2015 - Present
Job Director, Financial Planning & Analysis at Financial Horizons Group
Industry Financial Services
Experience
Financial Horizons Group August 2015 - Present
Challenger Motor Freight Inc April 2015 - August 2015
Challenger Motor Freight Inc November 2013 - April 2015
Transfreight April 2012 - November 2013
Transfreight January 2010 - April 2012
Transfreight October 2007 - January 2010
Transfreight March 2005 - October 2007
Barg Management Inc. October 2003 - March 2005
Skills
Financial Reporting, Variance Analysis, Account Reconciliation, Forecasting, Budgets, Process Improvement, Financial Analysis, Finance, Accounting, Strategic Financial..., Financial Statements, Analysis, Cost Accounting, Financial Modeling, Fixed Assets, Great Plains Software, Invoicing, Budget Process, Budget Monitoring, Budget Forecasts, Budget Reconciliation, Operating Budgets, Fixed Asset Depreciation, Microsoft Excel, Microsoft Office, Ethics, Unit Costing, Adaptive Planning, Planning, Microsoft Dynamics GP, Financial Planning
Education
Certified General Accountants Association of Ontario 2004 — 2009
CGA, Accounting
University of Guelph 1999 — 2002
B.A., Management Economics
Financial Horizons Group August 2015 - Present
Challenger Motor Freight Inc April 2015 - August 2015
Challenger Motor Freight Inc November 2013 - April 2015
Transfreight April 2012 - November 2013
Transfreight January 2010 - April 2012
Transfreight October 2007 - January 2010
Transfreight March 2005 - October 2007
Barg Management Inc. October 2003 - March 2005
Skills
Financial Reporting, Variance Analysis, Account Reconciliation, Forecasting, Budgets, Process Improvement, Financial Analysis, Finance, Accounting, Strategic Financial..., Financial Statements, Analysis, Cost Accounting, Financial Modeling, Fixed Assets, Great Plains Software, Invoicing, Budget Process, Budget Monitoring, Budget Forecasts, Budget Reconciliation, Operating Budgets, Fixed Asset Depreciation, Microsoft Excel, Microsoft Office, Ethics, Unit Costing, Adaptive Planning, Planning, Microsoft Dynamics GP, Financial Planning
Education
Certified General Accountants Association of Ontario 2004 — 2009
CGA, Accounting
University of Guelph 1999 — 2002
B.A., Management Economics
Sabrina Polania's Financial Horizons Group Experience October 2012 - Present
Job Contracting Specialist at Financial Horizons Group
Industry Insurance
Experience
Financial Horizons Group October 2012 - Present
Sun Life Financial May 2011 - September 2012
Sun Life Financial October 2008 - May 2011
Sun Life Financial 2004 - 2008
Descartes Systems Group 2003 - 2004
Skills
Eight years experience..., Twelve years of..., Proficient in Microsoft..., Excellent verbal and..., General management..., High Organizational..., Pay Close Attention to..., Interpersonal..., Collaboration, Commitment to Customer..., Insurance, Customer Service
Education
Conestoga College 2000 — 2003
Business Administration, Business Management Studies
Bluevale Collegiate Institute 1995 — 2000
Conestoga College
Bookeeping Certificate (In progress)
Conestoga College
Electronic Office Assistant Certificate (In progress)
Financial Horizons Group October 2012 - Present
Sun Life Financial May 2011 - September 2012
Sun Life Financial October 2008 - May 2011
Sun Life Financial 2004 - 2008
Descartes Systems Group 2003 - 2004
Skills
Eight years experience..., Twelve years of..., Proficient in Microsoft..., Excellent verbal and..., General management..., High Organizational..., Pay Close Attention to..., Interpersonal..., Collaboration, Commitment to Customer..., Insurance, Customer Service
Education
Conestoga College 2000 — 2003
Business Administration, Business Management Studies
Bluevale Collegiate Institute 1995 — 2000
Conestoga College
Bookeeping Certificate (In progress)
Conestoga College
Electronic Office Assistant Certificate (In progress)
Kate Armit's Financial Horizons Group Experience February 2014 - Present
Job New Business Manager at Financial Horizons Group
Industry Financial Services
Experience
Financial Horizons Group February 2014 - Present
Financial Horizons Group March 2013 - February 2014
Sun Life Financial 2012 - March 2013
Sun Life Financial 2010 - 2012
Unity Life of Canada 2008 - 2010
Sun Life Financial 2007 - 2008
Sun Life Financial 2005 - 2007
The Gryphin Advantage Inc. 2000 - 2005
Skills
Mutual Funds, Long Term Care Insurance, Reinsurance, Life Insurance Products, Health Insurance..., Investment Products, Daily Operations..., Client-focused, Customer-facing, Systems Management, Systems Improvement, Advisor Development, Administration..., Client Services, Financial Services, Retirement, Management, Critical Illness, Relationship Management, Investments, Insurance, Employee Benefits, Strategic Financial..., Administrative Work, Pensions, Financial Advisory, Financial Planners, Series 63, Investment Strategies, Investment Advisory, Underwriting, Wealth, Series 6, Estate Planning, Income Protection, Wealth Management
Education
Mohawk College
Computer Proficiencies
Financial Horizons Group February 2014 - Present
Financial Horizons Group March 2013 - February 2014
Sun Life Financial 2012 - March 2013
Sun Life Financial 2010 - 2012
Unity Life of Canada 2008 - 2010
Sun Life Financial 2007 - 2008
Sun Life Financial 2005 - 2007
The Gryphin Advantage Inc. 2000 - 2005
Skills
Mutual Funds, Long Term Care Insurance, Reinsurance, Life Insurance Products, Health Insurance..., Investment Products, Daily Operations..., Client-focused, Customer-facing, Systems Management, Systems Improvement, Advisor Development, Administration..., Client Services, Financial Services, Retirement, Management, Critical Illness, Relationship Management, Investments, Insurance, Employee Benefits, Strategic Financial..., Administrative Work, Pensions, Financial Advisory, Financial Planners, Series 63, Investment Strategies, Investment Advisory, Underwriting, Wealth, Series 6, Estate Planning, Income Protection, Wealth Management
Education
Mohawk College
Computer Proficiencies