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.
Rosie Hernandez
Financial Services Administrator
Rosie left behind a career with an international retail giant and tenure in the Oil and Gas Industry. HFI relies on Rosie's computer accredations and experience to enhance differentiated presentations and visuals. Rosie is a professional with graphic design who assembles together images, typography or motion graphics. Rosie creates the graphics for published, printed or electronic media, such as brochures and advertising. Rosie is responsible for illustrations, user interfaces, and web design. Rosie prides herself to present information in a way that is both accessible and memorable. A receptionist may also assume some security guard access control functions for an organization by verifying employee identification, issuing visitor passes, and by observing and reporting any unusual or suspicious persons or activities.
Kristina Olineck, B.Sc.
Human Realtions
Kristina spent 7 years in private enterprise an as an accredited Analyst through CFIA. Her managing supervisory roles and warm persona found her quickly working with human relations personal and plan administrators looking after thousands of participants in our Employee Benefits Division, HFI Benefits Inc.
Vaughn Cappis
Accounting Manager
Vaughn brings a wealth of experince to the HFI 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
| |
|
 |
A Chartered Financial Consultant (CH.F.C.) is a financial planner with advanced knowledge in wealth accumulation and retirement planning. |
| |
|
 |
A Chartered Life Underwriter (CLU) is a financial planner with advanced knowledge in life and health insurance and employee benefits. |
| |
|
 |
A Certified Financial Planner (CFP) identifies individuals who are dedicated to a high level of professionalism in providing financial planning advice. CFP's have agreed to adhere to high standards of competence and ethical practice as set out by the Financial Planners standards council of Canada (FPSC).
For more about the CFP designation click here |
| |
|
 |
CALU membership includes many of Canada's foremost practitioners in such fields as Estate Planning, Retirement Planning, Executive Compensation, Corporate-Owned Life Insurance, Charitable Giving and Employee Benefits. Members of CALU provide experienced and dynamic leadership for the wide range of activities designed to enhance the professional competence of advanced life underwriters. Membership in CALU is restricted to individuals who meet the professional standards set for admission. CALU members provide personal financial, business succession, estate planning and employee benefits services to their clients, many of whom are the owners of family businesses, large and small. |
| |
|
 |
STEP is the principal professional body for trust and estate practitioners. As such, STEP is a unique international intellectual resource which ensures its members prosper by maintaining the highest professional values. STEP provides information exchange, educational and discount services to its members. STEP's WorldWide office represents members interests at the international level and assists its branch network in making national and regional representations. STEP was founded with the aim of bringing together all the practitioners in the field and cutting across old established professional boundaries. |
| |
|
 |
The respected Registered Health Underwriter® (RHU®) designation is the premier credential in the health insurance market. Advisors with this designation have advanced knowledge of disability insurance, long-term care insurance and managed care. |
| |
|
 |
Through a wide range of products and services, the life and health insurance industry helps Canadians to protect themselves and their families against the financial risks of premature death, illness and retirement. These products include individual and group life insurance, individual and group annuities (including RRSPs, RRIFs and pensions) and supplementary health insurance. |
|