Brian Horton, BBA, CFP, CLU, CHS, EPC, CEA, CPCA, RWM

Brian Horton, BBA, CFP, CLU, CHS, EPC, CEA, CPCA, RWM

Sales Administration Manager - Outdoor Power Equipment

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location of Brian Horton, BBA, CFP, CLU, CHS, EPC, CEA, CPCA, RWMPeterborough, Ontario, Canada

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  • Timeline

  • About me

    Owner and Principal at Heritage Wealth Services

  • Education

    • Fleming College

      1986 - 1989
      Business Administration, Marketing
    • Lakehead University

      1990 - 1991
      B.Admin. Business, Marketing
  • Experience

    • Outboard Marine Corporation

      Jan 1992 - Jan 1996
      Sales Administration Manager - Outdoor Power Equipment
    • Machine-O-Matic

      Jan 1996 - Jan 1999
      Business Development Manager
    • FisherCast Global Ltd.

      Jun 1999 - Jun 2005
      NA Sales Manager
    • Showplace Performance Centre

      Sept 2005 - Sept 2011
      Board Director
    • Heritage Wealth Services

      Sept 2005 - now

      Retirement Income and Estate Planning Specialist

      • Owner and Principal

        Apr 2017 - now
      • Certified Financial Planner

        Sept 2005 - now
    • PRHC Foundation

      Sept 2007 - Sept 2013
      Board Director
    • Peterborough City Soccer Association

      Dec 2010 - Dec 2011
      Board Director

      Peterborough City S.C. was formed in 1980 around a single men's representative team. The goal was to provide the best players in the area a chance to measure up in Ontario's best league. Since 1980, the club has seen tremendous growth and success. We now have over 600 boys, girls, men, and women competing on 33 teams beginning at 7 years of age. The Youth Teams compete at the representative level in the Central Soccer League, the Central Girls Soccer League, the Central East Soccer League, and the Ontario Youth Soccer League. At the top of our pyramid, the Senior Teams compete in the Ontario Women's Soccer League Provincial Division and the Premiership of the Toronto and District Soccer League.The Mission of Peterborough City S.C. is to develop and promote soccer at all levels in the greater Peterborough area. We offer our programs in the spirit of fair play and fun with an emphasis on fulfillment through development. Show less

    • Community Futures Development Corporation

      Oct 2012 - Jul 2016
      Board Director
  • Licenses & Certifications

    • Real Wealth Management

      Knowledge Bureau
      Aug 2019
    • Certified Executor Advisor

      Canadian Institute of Certified Executor Advisors (CICEA)
      Nov 2015
      View certificate certificate