Anna-Marie Rasmussen Email & Phone Number

Anna-Marie and her team have over 30 years experience providing sound financial advice. Their comprehensive approach to gathering information about you, and about inevitable changes - in your circumstances, the markets, regulations and laws impacting the investment climate - ensures that you’ll have a secure financial plan to meet your needs.They clearly communicate with your entire professional planning circle – legal counsel, accountants, other advisors – to create a stable, worry-free environment in your financial life.They have the expertise to guide you through your entire estate plan, wealth transfers from generation to generation, lifetime gifts, charitable giving, tax reduction, financial divorce planning, as well as corporate account management and multi-level planning.Regular, personalized reviews to re-balance your portfolio, consistent assessment of risk and your comfort level in the market, detailed lifelong planning, these are the practices that arise from genuine care and concern for your financial security and success.In addition to her CFP, CLU, ChFC, and CHU she holds the Chartered Financial Divorce Specialist designation. She’s a member of the Kelowna Estate Planning Society, Okanagan Collaborative Family Law Group and CAIFA.

Listed skills include Financial Services, Education Savings, Wealth Management, and Investors.