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About Brian

 

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Brian Burlacoff

MBA M.Acc. CFP® CLU® CHS™
Financial Planner, Sun Life

Brian Burlacoff helps clients analyze the most complex financial situations and develop a customized plan for a financially secure future. His goal is to help demystify complicated financial matters and help clients find a clear path to their financial dreams Brian’s family has provided trusted investment and insurance advice to clients, their families and businesses for almost 60 years. Carrying on this legacy and contracting with Sun Life Financial, Brian became a financial advisor nearly 30 years ago. 

A published author and sought-after speaker within the industry, Brian is frequently interviewed by media across the country such as CBC and BNN (Business News Network) on a wide variety of topics related to financial planning. 

Brian was recently inducted into Sun Life Financial’s Hall of Fame. This recognizes Brian as a Sun Life Financial advisor who embodies the distinct qualities that Sun Life Financial holds in the highest esteem - leadership, achievement and service excellence.

Brian’s other passion is his family, with whom he travels extensively around the globe. As an amateur photographer and a skilled scuba-diver he chronicles his family adventures through photo-journaling.
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Lisa Houston

Lisa Houston, CLU®, CEA, EPC
Financial Planner, Sun Life
Partner, The Financial Innovators Group Inc.

Lisa leverages more than 25 years of professional experience helping clients to implement insurance strategies to protect families, and businesses from the unexpected; preserve and enhance financial capital and maximize transition of wealth, tax effectively, from generation to generation.

Lisa joined The Financial Innovators Group as an owner, partner and Advisor in 2020. She has earned the CLU (Chartered Life Underwriter), LLQP (Life License Qualification Program), CEA (Certified Executive Advisor), EPC™ (Elder Planning Counselor) designations, and is a member of Advocis. She has also completed the Canadian Securities Course (CSC®) and the Conduct and Practices Handbook (CPH®) course from the Canadian Securities Institute.

Lisa always puts her family first, dedicating most of her leisure time to ensuring her kids are living their best lives, watching them excel in their own endeavours and just having fun! Getting to know Lisa, you will learn she enjoys volunteering with various charitable organizations devoted to children. Lisa also volunteered as an associate producer & co-host for Rogers TV, on local Peel programs.

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Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.

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