About Us

Planning Futures

Anne has run her own fee only financial consulting practice since 1994 in the Greater Vancouver area and the Lower Mainland.  


She successfully established and managed her fee for service financial planning consulting business for over 25 years, providing comprehensive retirement planning; income tax planning and preparation; severance and early retirement counseling; and pension analysis. She also assisted 

with wills and estate reviews; investment asset mix reviews; and cash management. 

Anne is Semi-Retired

 I am semi-retired and am no longer providing comprehensive retirement plans or income tax preparation going forward. 


Many thanks to all my clients over the years who I have enjoyed working with and helping to reach their retirement and financial goals. It has been a pleasure working with you and I will miss you all!


  I am still available to help existing clients.  For those I have done retirement plans, income tax or  consulting work for, I would be happy to answer any question as you go forward.  

Retirement Consulting

I will continue to provide one on one retirement planning reviews and consultations for existing and new clients.   

  

I have been committed to my clients’ financial success. I have provided independent and objective financial advice to ensure that every financial plan I prepared was based on unbiased research and their financial goals.


My primary goal was and still is to ensure that all key aspects of each client's financial plan were addressed in a manner consistent with professional financial planning practices.

About Anne

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Anne Brandt CFP

  

  • Anne is a Certified Financial Planner (CFP) with over 40 years experience in the financial services industry. She has proven skills in assisting individuals to achieve their financial goals and objectives. As a fee for service professional, Anne does not sell any financial products.


  • In addition to her CFP (Certified Financial Planner), Anne holds a B.A. in Economics. Her other professional designations included Registered Financial Planner (1996 - 2018), Chartered Financial Divorce Specialist, Chartered Financial Planner and Professional Financial Planner. She was also a member of The Institute of Advanced Financial Planners (IAFP) from 1996 to 2018, Academy of Financial Divorce Specialists (AFDS) from 2015 TO 2019 and is a licensee with the FP Canada Standards Council. 


  • Anne was also awarded a certificate from the IAFP to congratulate her for her ongoing dedication to excellence in the financial planning profession over the past 20 years in 2016. 


  • Anne volunteered through Pets and Friends to visit seniors with her therapy dog Jesse.


  • On a personal note Anne has been married for over 40 years and has two children. In her spare time she enjoys hiking with her golden retriever Bailey, playing pickleball and hanging out with her grandchildren.

Downloads

  • Please feel free to download the retirement  list of suggested documents to put together for a meeting with Anne. 


  • This should help you organise your financial information for retirement and consider your short and long term goals.

Contact Us

Get Started Today

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It is never too early to get started on your retirement plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Anne Brandt Financial

3108 Patullo Crescent, Coquitlam, British Columbia V3E 2R8, Canada

(604) 552-1696

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: closed