THE STRONG ONE

Finding stability after the loss of a spouse

How we helped a widow regain control of her finances and rebuild confidence for the future.

I was always the strong one… but this was Mark’s thing. Now I feel steady and capable in a new way.

– Rachel

Read all client stories

We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.

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Planning that feels personal, because it is

We take the time to understand what matters most to you and create a plan that helps you move forward with clarity and confidence.

Get experienced guidance

From the first conversation to long-term results, our team and network of professionals provide insight and exceptional service that helps you achieve lasting financial security and peace of mind.

Build a solid plan

We help you turn your aspirations into a clear blueprint built on a strong foundation of financial knowledge. Together, we uncover opportunities and create strategies that help protect you from risk while keeping your goals within reach.

Protect your future

Imagine your future as the ultimate road trip filled with dreams, goals, excitement and unexpected turns. At Financial Innovators Group, we are your trusted guide, helping provide financial and insurance planning that gives you joy and confidence.

Why FIG

How we help you succeed

Every financial journey is unique—but success always rests on the same four foundations. Plan. Build. Protect. Grow. We’ll be with you through each step, helping you make decisions that bring confidence, clarity and peace of mind.

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Plan for the road ahead

We start by listening. Your life, family and business goals shape a plan that’s clear, flexible, and ready for whatever comes next.

  • Life + business planning
  • Tax strategy & partner protection
  • Benefits & practice support
  • Risk-readiness check-ins
  • Foundational investment roadmap
Learn more

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Meet your Financial Innovators Group partners

Led by partners Brian Burlacoff and Lisa Houston, our team blends decades of experience with fresh, innovative thinking. Brian, a Sun Life Hall of Fame inductee, brings nearly 30 years of experience, while Lisa offers deep specialization in insurance and wealth transition planning.

Brian Burlacoff

Brian Burlacoff

MBA, M.Acc., CFP®, CLU®, CHS™, Financial Planner

Brian helps clients analyze complex financial situations and develop customized plans for a secure future.

Lisa Houston

Lisa Houston

CLU®, CEA, EPC™, Financial Planner

Lisa helps clients implement insurance strategies to protect families and businesses from the unexpected.

Meet the teamWatch Videos

In the media

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Join Brian & Lisa at the next event

Our events are your chance to learn, ask questions and gain insights directly from Brian and Lisa. Each session is designed to leave you better prepared and more confident about your financial future. Spots fill quickly so reserve yours today.

Business growth seminar

Planning for growth as a business owner

Running a business comes with big opportunities and unexpected challenges. In this session, Brian and Lisa share practical ways to protect your practice, plan for the future and create strategies that help your hard work pay off.

Oct 15, 2025 – 6:00 PM EST

Toronto, Ontario

RSVP
Financial strategy workshop

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Running a business comes with big opportunities and unexpected challenges. In this session, Brian and Lisa share practical ways to protect your practice, plan for the future and create strategies that help your hard work pay off.

Oct 15, 2025 – 6:00 PM EST

Toronto, Ontario

RSVP
Past financial seminar

Past Event Title

Previous event details go here...

We understand you and where you want to go

We take the time to understand what matters most to you and create a plan that helps you move forward with clarity and confidence.

Clarity without the clutter

Financial planning made simple and approachable. No jargon, just clear advice that works for your life.

Guided by experience, grounded in trust

For nearly 60 years, we’ve helped families and businesses build lasting financial futures with loyalty at the core.

Advice that fits your life

No templates. No shortcuts. Every strategy is tailored to who you are and where you want to go.

Real value, real results

We don’t sell products. We deliver insight that helps grow your wealth and confidence.

A full picture approach

From tax and insurance to investments and estate planning, we bring it all together to support your whole life.

With you at every step

Financial journeys have twists and turns. We’re here as a steady guide so you always feel supported along the way.

What makes us different