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About Us

 

Anne Brandt, CFP®, R.F.P.

Fee-only Financial Planner
“I am committed to my clients’ financial success. I provide independent and objective financial advice to ensure that every financial plan I prepare is based on unbiased research and their financial goals.  My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.”

Anne is a Certified Financial Planner (CFP) with over 30 years experience in the financial services industry. She has proven skills in assisting individuals to achieve their financial goals and objectives. As a fee for service professional, Anne does not sell any financial products.

She has successfully established and managed her fee for service financial planning consulting business for over 25 years, providing comprehensive retirement planning; income tax planning and preparation; severance and early retirement counseling; and pension analysis. She also assists with wills and estate reviews; investment asset mix reviews; and cash management.

In addition to her CFP (Certified Financial Planner), Anne holds a B.A. in Economics. Her other professional designations include Registered Financial Planner, Chartered Financial Divorce Specialist, Chartered Financial Planner and Professional Financial Planner. She is also a member of The Institute of Advanced Financial Planners (IAFP), Academy of Financial Divorce Specialists (AFDS) and is a licensee with the Financial Planning Standards Council (FPSC).

She has recently (November 2015) received the MoneySense Approved Financial Advisor* designation from MoneySense, one of Canada's best-known personal-finance media brands. The MoneySense Approved Financial Advisor* designation is awarded only to financial advisors who exceed Money Sense's high standards in such areas as customer service, transparency and fees. She was also awarded a certificate from the IAFP to congratulate her for her ongoing dedication to excellence in the financial planning profession over the past 20 years.

Her past community work includes five years of service as Co-Chairperson and Secretary Treasurer for A.W.A.R.E. (Assisting With Awareness Regarding Employment) and three years volunteering on the review Committee for the Self Employment program with Human Resource Development Canada.

On a personal note Anne has been married for over 30 years and has two children. In her spare time she enjoys hiking with her two golden retrievers Jesse and Bailey and visiting with her grandson.

*The MoneySense Approved rating is created for information purposes only and is not intended as financial advice. MoneySense Approved is not responsible for any advice or other communication provided to an investor by any Financial Advisor. Rogers/MoneySense makes no representations or warranties as to the suitability of any particular Financial Advisor and/or investment for a specific investor.

Visit MoneySense.ca/approved for the full methodology.