Annie’s Style
Annie is known for empowering and educating her clients as they work toward optimizing their finances and becoming financially fit. She creates unique financial plans and retirement plans so her clients can live their best lives with the money they have.
Annie’s Story
Annie’s story begins far from Canada and far from finance. Specifically, it begins in Sweden where she was born. In Sweden she completed a bachelor of education, worked as an elementary school teacher and coached children’s sports. She also married an adventurous husband who, upon the turn of the millennium, lured her to beautiful British Columbia.
Financial management was pivotal to their integration and happiness. They prioritized their spending so they could live the lifestyle they wanted, and successful in their efforts, they proudly became citizens a few years later. Perhaps it was because of this new respect for financial management that Annie serendipitously found herself pursuing a career in the financial services industry. She obtained the Certified Financial Planner designation and worked for eight years as a traditional financial planner selling investments and financial products. Ultimately, however, she realized that she needed to leave the sales environment. She wanted to be able to really help her clients, be on their side and provide unbiased, fee-for-service financial advice.