Contact us

Need answers? Contact us!

We are here to help

Our team of specialists is here to meet your needs.

Phone : 403-531-8498 

239 8th Avenue, SW Suite 200
Calgary, AB, T2P 1B9

Business hours

Our team of experts

Anne Siu

Senior Wealth Associate

Speech bubble picto


Anne is our Wealth Associate who joined our team in January 2019. She graduated from SAIT with a Business Administration Diploma in Finance. Her top 3 values that she believes is essential for success are Delivering Quality Work, Integrity & Being a great team member.

She completed her Canadian Securities Course and Conduct and Practice Handbook, this makes her a Licensed Representative and can accept trading instructions along with providing full administrative support. Being in the Financial Industry for over 10 years she enjoys the client interaction, while capturing their life events, & reviewing their Financial Plan throughout the year.

Outside of work Annie enjoys spending time with her husband, 2 very active boys & fur baby. The pandemic made her realize her appreciation in gardening, biking & the great outdoors. She also enjoys travelling & trying new restaurants/cuisines.

You are unique

And so are your needs. Contact our team of advisors for a personalized experience.