Anne is a trusted investment advisor with over 20 years of experience in the industry. At the heart of Anne's practice is a deep commitment to building strong and lasting relationships with each client. She believes that trust, understanding, and communication are essential to providing personalized advice that meets clients' needs and goals. Whether it's helping clients navigate market volatility or educating them on financial strategies, Anne is dedicated to empowering her clients to make informed investment decisions.
Anne's approach to investing is rooted in a disciplined and comprehensive process that takes into account each client's risk tolerance, financial goals, and long-term aspirations. She works closely with clients to create a customized investment plan that is tailored to their specific needs, preferences, and circumstances. This includes not only investment advice and portfolio management, but also financial and estate planning strategies, insurance solutions, and legacy creation, engaging TD specialists where needed.
Anne holds the Certified Financial Planner designation. She is also Life Insurance licensed through TD Wealth Insurance Services. She also collaborates with other TD specialists and professionals to provide clients with access to specialized advice on different aspects of their financial and wealth planning needs. This collaborative approach will benefit clients to receive a holistic and comprehensive approach to wealth accumulation and asset management.
Whether you are seeking to build and grow your wealth, plan for retirement, or create a legacy for future generations, Anne will provide the guidance and support you need to achieve your financial goals.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.