Anna-Marie joined our Board in 2017.
Anna-Marie started her career in financial services in 1986 and has earned a reputation as a caring, intuitive, and knowledgeable professional. She holds a Bachelor of Commerce degree from the University of Alberta and has continued her education throughout her career in order to deliver the most informed advice to clients. Anna-Marie currently sits on the Governance Committee.
In addition to her CFP, CLU, ChFC, and CHS, she holds the Chartered Financial Divorce Specialist designation. She’s a member of Okanagan Collaborative Family Law Group and ADVOCIS, and is a past member of the Kelowna Estate Planning Society and UBCO Charitable Gifting Society.
Anna-Marie is married with two boys, and enjoys the recreational lifestyle that the Okanagan offers.
