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