Anne Marie brings 25 years of experience to her role and is responsible for preparing clients’ annual planning sessions, advanced planning logistics and analysis, and managing all aspects of tax reporting. She also aids Mike in portfolio construction and due diligence. In addition, she is life‑insurance licensed with the Alberta Insurance Council and serves as the primary liaison with our insurance specialist.
Acting as a key connection between clients and the team, Anne Marie ensures all requests and questions are handled promptly and with care. Her structured approach, deep industry knowledge, and strong organizational skills allow her to build meaningful relationships and deliver an exceptional client experience. Anne Marie is a graduate of McMaster University in Hamilton, holding an Honours bachelor’s degree in political science and business. She has also completed the Chartered Investment Manager (CIM®) designation. Outside of the office, Anne Marie enjoys being a mom to her two sons. She has a passion for travel, stays active through spin classes, and loves to cook.