Howard Lancaster
About Howard Lancaster
Howard Lancaster is a Risk Management Specialist with over 26 years of experience at Investors Group. He is recognized as an Insurance Specialist in multiple regions and actively leads training sessions while providing comprehensive risk management solutions to clients.
Work at Investors Group
Howard Lancaster has been employed at Investors Group since 1998, serving as a Risk Management Specialist for 26 years. His role involves providing comprehensive tax, estate, and risk management solutions to clients and Certified Financial Planners. He is recognized for his expertise in complex corporate planning situations, including trusts and shareholder agreements. In addition to his primary responsibilities, he frequently leads training sessions at various regional locations, extending his influence beyond his main area of operation.
Education and Expertise
Howard Lancaster has pursued extensive education in the financial services sector. He achieved the Chartered Life Underwriter (CLU) designation in 2005 through Advocis. He is currently pursuing the Living Benefits - Products and Solutions designation, which he began in 2016. Additionally, he has completed various studies at Investors Group, including Confidentiality and Privacy Legislation, Anti-Money Laundering, and annual continuing education from 1998 to 2017. He also holds a Mutual Fund Licensing certification.
Background
Howard Lancaster completed his secondary education at Earl Haig Secondary School. His career in risk management began in 1998 when he joined Investors Group. Over the years, he has established himself as an Insurance Specialist in multiple regions, including Kingston, Brockville, Kanata, and Ottawa. His extensive experience in the industry has equipped him with the knowledge to coach and mentor financial planning teams effectively.
Achievements in Training and Mentorship
In addition to his role as a Risk Management Specialist, Howard Lancaster is actively involved in coaching and mentoring financial planning teams. He focuses on complex corporate planning situations, helping teams navigate challenges related to trusts and shareholder agreements. His commitment to training is evident as he frequently leads sessions at regional locations, sharing his expertise and enhancing the skills of his colleagues.