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What we do

Anne provides a free 30 minute initial consultation to review your financial situation.
To set up your free consultation, contact Anne at 604-552-1696 or email her.

Fees: Anne charges an hourly rate of $175 per hour plus GST or provides a set rate for financial plans or modular plans.

"Fee-only or fee based financial planning refers to the method by which a financial planner is compensated for his or her time and advice. Fee-only planners are compensated only by their clients and do not accept commissions or compensation from any outside sources."

Comprehensive Financial Planning Services

An in depth analysis of your overall financial situation, consisting of cash flow and budgeting; retirement planning; tax planning; investment asset mix analysis; risk management; and estate planning.

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Retirement Planning

Prepare realistically for your chosen lifestyle at retirement. Retirement plans set out clear financial projections for your future.

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Income Tax Minimization and Preparation

Included in your financial plans are strategies to minimize your income tax. Professional electronic tax preparation services are also available.

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Risk Management

Assess your insurance needs and recommend the best type of insurance for your situation.

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Severances and Early Retirement Packages

Make informed financial, tax, cash flow and investment decisions on severance options and early retirement packages.

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Portfolio Analysis

Optimize the asset mix within your portfolio. This approach is based on long term planning and your objectives and circumstances. Anne does not provide specific investment advice.

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Pension Analysis

Determine your best pension option based on your situation. She can also determine if it is in your best interest to buy back pension service.

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Will and Estate Planning

Review your will and discuss the tax implications related to your estate needs.

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Cash Management

A money management system to control your cash flow, eliminate debt and save for the future.

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