Anne-Marie has
a passion for helping others become financially successful.

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Anne-Marie has a passion for helping others become financially successful. In 1994 she started her career as a financial advisor with Mutual Life of Canada and in her first year achieved “Advisor of the Year”. Today she is featured on AM 640 monthly where she gives advice to those in need.

Anne-Marie serves families and professionals in the GTA, helping them navigate their current financial situation and life changes. She specializes in:

Working with professionals who have received a divorce settlement, severance package or pension transfer.

Working with retired individuals to ensure they do not outlive their savings, elder care planning, and intergenerational wealth creation and transfer.

Her practice focuses on cash flow management, risk management, tax and estate planning. Anne-Marie understands everyone's situation is unique – and if you ask enough questions you will find out what their needs are and what is truly important to them. Putting a plan in place to help them achieve their goals is what truly matters.

Anne-Marie lives in Oakville with her husband. They have 4 children together. Anne-Marie is an avid sports enthusiast and loves the outdoors. When not working for her clients, Anne-Marie can be found at the dog park, hockey arena or cottage.

“Anne-Marie, Your leadership and knowledge was demonstrated during the last 6-8 weeks. Thank you for making sure our family is set up for a GREAT future.”

Grace and Cameron

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