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Brian Burlacoff*
MBA M.Acc. CFP® CLU® CHS™
Financial Planner, Sun Life
Partner, The Financial Innovators Group
Brian 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. He also helps 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, Brian became an advisor in 1995.
A published author and sought-after speaker within the industry, Brian is
frequently interviewed by media across the country on a wide variety of topics related to financial planning.
Brian was recently inducted into Sun Life’s Hall of Fame. This recognizes Brian as a Sun Life advisor who embodies the distinct qualities that Sun Life 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 photojournaling.
Lisa Houston*
CLU® CEA EPC™
Financial Planner, Sun Life
Partner, The Financial Innovators Group
Lisa leverages more than 25 years of professional experience. She helps Clients implement insurance strategies to protect families and businesses from the unexpected. She also helps them preserve and enhance financial capital, as well as effectively maximize the transition of wealth, from generation to generation.
Lisa joined The Financial Innovators Group as an owner, partner and advisor in 2020. She has earned the following designations: CLU® (Chartered Life Underwriter), LLQP (Life License Qualification Program), CEA (Certified Executive Advisor), and EPC™ (Elder Planning Counselor). She’s also a member of Advocis. Furthermore, she has also completed the Canadian Securities Course (CSC®) and the Conduct and Practices Handbook (CPH®) course from the Canadian Securities Institute.
Lisa also co-produced and hosted a Rogers magazine style community-based tv show called “Today’s talk”.
Lisa always puts her family first. She dedicates most of her leisure time to ensure 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 Burlacoff* BScN - Associate Advisor, Sun Life
Lisa Burlacoff joined The Financial Innovators Group in 2018. Lisa graduated from Ryerson Polytechnic Institute with a diploma in nursing and went on to the University of Western Ontario to achieve a Bachelor of Science in nursing. Her career in nursing brings in-depth expertise to clients considering Critical Illness and long-Term care insurance products.
Lisa is also a sought-out speaker, giving presentations with her husband Brian on their personal journeys with critical illness. They explain how having the right financial protection in place allowed them the time and space to heal and fully recover.
Lisa and Brian live in Etobicoke. With their two sons off in university, are now (almost) empty nesters. Like Brian, Lisa too is an adventurer, and together they love to travel the globe, often hitting the golf links along the way.
LOUIS LISOZZI* B.Comm - Associate Advisor, Sun Life
Louis joined the Financial Innovators Group team in 2022. A dedicated financial services professional with 11+ years of experience, Louis works closely with clients to understand their goals and values to build a comprehensive strategy that will meet or exceed their financial goals.
Louis earned a Business Administration Diploma and Bachelor of Commerce in Finance (BCom) from Humber College and is currently enrolled in the Chartered Financial Analyst (CFA) program.
Louis is also an avid hockey player, having played both recreationally and at the elite level. He believes that the same focus and teamwork required in hockey holds true in planning for your future, paying attention to small details as time progresses. Winning requires the coordinated efforts of a team. That is the type of support that Louis offers to every client enabling advanced planning that includes estate, business, and tax planning.
Deanna Gallagher* - Service Associate, Sun Life
Deanna works to ensure that your investment requests are processed efficiently, accurately, and in a timely manner. Clients say she is a delight to work with. Deanna’s passion is travel and she always has a trip plan in the works.
Jennifer Hutchinson* - Service Associate, Sun Life
Jennifer has quickly become an integral part of our team, ensuring all transactions are processed and that any questions you might have are answered quickly and accurately! Jen is also a lover of travel getting away to explore the world as often as she can.
Brenda Stuyt* Advisor Assistant, Sun Life
Having joined the team in 2021, Brenda works closely with Lisa Houston to quarterback, insurance applications through the underwriting process, always keeping clients updated as to the next steps. On weekends you can find Brenda and her husband touring around Southwestern Ontario on their motorbikes.
Sabina Osadca - Service Associate, Sun Life
Always with smile, Sabina is likely the first voice you will hear on the phone or meet when you’re in the office. She manages our programs and calendars and will go above and beyond to make things happen.
Legal, security, privacy & fraud information
Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.
Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Copyright © 2022 The FInancial Innovators Group - All Rights Reserved.
