"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).
Anne 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. Anne volunteered through Pets and Friends to visit seniors with her therapy dog Jesse.
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 golden retrievers Bailey and visiting with her grandchildren.