Anna Knight, Cfp Email and Phone Number
Anna Knight, Cfp work email
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Anna Knight, Cfp personal email
My 20-year experience as a Certified Financial Planner has made me the go-to expert for those seeking exceptional financial guidance. I pride myself in creating clear roadmaps that enable clients to easily achieve their goals. By simplifying finances, providing personalized service, and optimizing taxes and investments, I guarantee peace of mind and protect families. My expertise lies in guiding professionals, especially women and their families, towards a comfortable retirement, assisting business owners with multiple income sources, and designing estate plans for wealth preservation. I also offer invaluable emotional support during significant life transitions.As a champion of Financial Empowerment, I am highly sought-after as a guest speaker and instructor on personal finance topics. Over the years, I have conducted extensive Retirement Planning Courses for prestigious school boards and created a comprehensive online curriculum on ALL money matters. My work is available through our Simplicity website and featured on CPD Formula, My-CPE (leading educational platforms for accountants), and Udemy. I have also been honoured to deliver tailored classes to the Government of Canada and other corporations. My written work in esteemed publications such as Money Sence and The Globe and Mail, along with impactful books like "The Million Dollar Difference," make me a powerful advocate for financial wellness.
Simplicity Financial
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Founder And Certified Financial PlannerSimplicity Financial Jun 2017 - PresentMississauga , Ontario , CaFounder of an independent financial planning, coaching and implementation firm. Simplicity Financial is focused on creating actionable plans for Canadian families to reach their definition of financial peace of mind, providing transparency and education every step of the way. -
Financial AdvisorKeybase Financial Group Oct 2018 - PresentRichmond Hill, Ontario, CaAs an independent investment advisor with Keybase Financial Group, I have access to a multitude of investment solutions. Working with an independent MFDA dealer like Keybase Financial Group gives me the freedom to choose the very best products for my clients. -
Mortgage BrokerAssured Mortgages (License #10259) Apr 2019 - Mar 2023As a mortgage broker I assist my clients in getting financing for their real estate purchase or assist them in refinancing their current mortgage if required. Working with an independent brokerage like Assured, allows me to shop the market place and provide my clients with the product that best fits their needs.
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Retirement And Estate PlannerIcm 2003 - 2017As a retirement and estate planner, I helped clients create passive income streams, pay less in taxes, and protect their families.
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Manager Financial ServicesNational Bank Jan 2001 - Sep 2002Montreal, CaAs a Financial Services Manager with NBC, I was responsible for retaining and expanding the assigned customer base on both the lending and investment sides. In addition, I played a management role in the day-to-day operation of a retail banking branch that included marketing, compliance, customer service, problem solving and resolution, and staffing issues. -
Regional Compliance And Marketing Manager AssistantManulife Financial Jan 2000 - Dec 2000Toronto, Ontario, CaAs part of the Manulife regional support centre, I assisted the Regional Compliance and Marketing Managers in performing their duties. My role included daily compliance reviews, liaison between the management team and our clients (Manulife Advisors), quote preparation and event planning and coordination. -
Customer Service RepresentativeRbc Jun 1998 - Dec 1999Toronto, Ontario, CaAs a Customer Service Representative with Royal Bank I was responsible for providing superior customer service, processing transactions efficiently and accurately, maintaining general knowledge of all the other services that the bank has to offer and referring any opportunities to the appropriate staff member.
Anna Knight, Cfp Skills
Anna Knight, Cfp Education Details
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York UniversityEconomics
Frequently Asked Questions about Anna Knight, Cfp
What company does Anna Knight, Cfp work for?
Anna Knight, Cfp works for Simplicity Financial
What is Anna Knight, Cfp's role at the current company?
Anna Knight, Cfp's current role is Financial Planner / Speaker / Author / Focused on helping Canadians navigate their Pensions and Severances.
What is Anna Knight, Cfp's email address?
Anna Knight, Cfp's email address is an****@****ada.com
What schools did Anna Knight, Cfp attend?
Anna Knight, Cfp attended York University.
What are some of Anna Knight, Cfp's interests?
Anna Knight, Cfp has interest in Education, Dancing Music Any Activity With My Kids.
What skills is Anna Knight, Cfp known for?
Anna Knight, Cfp has skills like Retirement Planning, Investments, Estate Planning, Financial Planning, Pensions, Finance, Retirement, Tax, Strategic Financial Planning, Insurance, Financial Advisory, Financial Planners.
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