Company Profile
Mission Statement: We are a highly accredited team of specialists dedicated to transcending financial industry standards.
Founder
Keith L. Hatton, CEO
of HFI Financial Group of Companies
President of Hatton Financial Inc.
CLU, CHFC, CFP, TEP
Keith is a Certified Financial Planner, a Chartered Life Underwriter, a Chartered Financial Consultant, a Trust and Estate Practitioner, and an employee benefits specialist. Serving in risk analysis of living too long, dying too soon, or becoming disabled. Commenced business activities in 1979.
"I give people guaranteed pay cheques for life"
To find out more about qualifications, click here.
Phil Jones, GBA
President of HFI Benefits Inc.
Phil has 19 years of experience in the employee benefit and specialty group creditor sectors of the industry which includes positions of Account Executive, Group Manager & National Sales Manager. In addition, his background includes 8 years in the financial services industry as a Lender and Finance Manager. This unique combination of experience together with his problem solving skills and commitment to responsible service ensures our clients always receive timely and expert employee benefit consulting and related financial services advice.
Jeremy Orser BSc, MBA, RHU
Insurance and Financial Consultant
Jeremy Orser comes to us as an independent advisor. He completed his MBA at Dalhousie University. A focus in finance and strategy during his post graduate studies has allowed Jeremy to be a quick study on corporate taxation and insurance strategies. Jeremy's listen first approach has allowed him to form strong relationships and develop meaningful strategies to help his clients. A keen interest in living benefits throughout his career led Jeremy to earn his Registered Health Underwriter accreditation in 2008. He is currently working towards his CFP and CLU designations.
Shone Choi, B.comm, Finance Major
Financial Analyst and Living Benefits Specialist
Shone came to us after graduating from the University of Alberta with a Bachelor’s of Commerce degree with a major in Finance and Business Law & Economics. As a licensed professional her prior degree in financial and accounting support roles makes her a valuable asset to the firm. Shone's abilities, experience, and knowledge are selected for how they complement a particular individual, foundation project, or the organization as a whole. Shone is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals.
Vaughn Cappis
Accounting Manager
Vaughn brings a wealth of experince to theHFI Financial Group of Companies. 16 years with the government molded rock solid accountable expertise heavily realied upon by management. Vaughn is responsible for the process of identification, measurement, accumulation, analysis, preparation, interpretation and communication of information to plan, evaluate and control our companies to assure appropriate use of accountability for its resources. Vaughn also comprises the preparation of financial reports for management groups such as shareholders, creditors, regulatory agencies and tax authorities.
HFI's Mission Statement:
We are a highly accredited team of specialists dedicated to transcending financial industry standards.
"Advanced Knowledge and Experience are our major assets."
- Keith L. Hatton, CLU, CHFC, CFP, TEP
Codes of Conduct
Ethics: We adhere to a Code of Ethics which requires all licencees to act in an ethical and responsible manner in all professional services and activities.
CLU, CHFC, TEP, RHU, FLMI, GBA, CEBS, FCA