With over 25 years of experience in the securities industry, Annie brings extensive expertise in financial and estate planning, developed while working with high-net-worth clients at a leading Canadian financial institution.
She is recognized for her meticulous approach, attentive listening skills, and strong professional ethics. Her personalized, family-focused approach allows her to build lasting relationships based on trust and deliver an exceptional client experience.
As an Associate Investment Advisor, Annie plays a key role in designing and implementing tailored strategies. She works closely with our clients and their professional advisors to provide truly customized financial guidance.
Outside of work, Annie enjoys yoga and downhill skiing. A passionate
traveler and food enthusiast, she values maintaining a healthy balance
between her professional and personal life.