Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.

Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.

Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.

Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.

I developed my understanding of wealth planning by observing my grandfather’s financial acumen as he grew his own business. This experience highlighted the critical importance of succession and estate planning, shaping my approach to providing essential wealth-planning advice for clients and their families.

My process begins by discovering what matters most to you and your loved ones. Together with my team, I take the time to ask thoughtful questions and truly listen to your answers, ensuring our recommendations are tailored to your unique ambitions and goals. Once we understand your priorities, we partner with internal experts to develop a comprehensive wealth plan, delivering solutions customized for you and your family.

Outside of work, I enjoy spending time in the great Canadian outdoors—canoeing, cycling, and riding my motorcycle. I am also passionate about supporting the Canadian Cancer Society, having participated in the Terry Fox Run for the past 20 years.

Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.

• Masters of Business Administration (MBA)
• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)