Anne is our Investment 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.