About Us

Planning Futures

Planning Futures

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 Retired

Planning Futures

Planning Futures

 I am retired and am no longer providing comprehensive retirement plans, consultations  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.

About Anne

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Anne Brandt CFP

  

  • Anne  was  a Certified Financial Planner (CFP) from  1996  to  2020.  She  has  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 did not sell any financial products.


  • In addition to her former 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 was  a  licensee with the FP Canada Standards Council  from  1996  to  2020. 


  • 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 retrievers Bailey  and  Daisy-Rey,  playing pickleball and hanging out with her grandchildren.

Downloads

  • Please feel free to download the retirement  list of suggested documents to put together for your  retirement  planning.


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

Contact Us

Get Started Today

It is never too early to get started on your retirement plans. We can refer you to another fee only financial planner who may be able to help you.

Anne Brandt Financial

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

604-808-0227