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.
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, is a CMHA board member, and is a past member of the Kelowna Estate Planning Society and UBCO Charitable Gifting Society.
Although she has received many awards and much recognition, Anna-Marie is most pleased when clients praise her “non-judgmental, matter of fact approach to providing assistance and information.” Anna-Marie is married, has two boys, enjoys the recreational lifestyle that the Okanagan offers, and wears a size 9 shoe.
