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Shelley Johnston is a managing partner with The Pension Specialists and is a vice-president of Insurance Initiatives Inc. and Financial Transformations Ltd. She is a certified financial planner and elder planning counselor. Shelley is also a member of the Million Dollar Round Table, the premier association for financial planners. Shelley has been working in various capacities in the financial services industry since 1987.
Shelley’s forte is transforming complex pension and financial situations into easily understandable solutions and ideas (or realities). Shelley has appeared on TV and radio to provide her unique point of view.
Ian Burns is a managing partner with The Pension Specialists and is president of Insurance Initiatives Inc. and Financial Transformations Ltd. Ian holds designations as a chartered life underwriter, chartered financial consultant, and elder planning counselor. Ian also is a member of the Million Dollar Round Table, the premier association for financial planners. A 37-year veteran in the financial services industry, Ian has written numerous articles and is a dynamic public speaker who has spoken on many occasions. Ian has appeared on radio and TV, and was the creator and main host of the Money Maze TV show for 10 years.
Ian is the creator of the Pathway to Prosperity, The Pension Navigation Process, Wealth Retention Solution, and unique solutions developed specifically to help clients turn their life dreams into realities.