Private Wealth Advisor, Portfolio Manager
With over 10 years of experience in the wealth management industry, working exclusively at boutique portfolio management firms, Ann has developed a passion for a high-touch client experience and building strong personal relationships. Her experience spans an array of roles including operations, trading, research, and asset management. Ann received her Bachelor of Commerce degree from the University of Alberta with distinction and has been a registered portfolio manager since earning the Chartered Investment Manager (CIM) designation in 2015.
Beyond the Office
"My passion for investment management reaches far beyond the numbers, fueled not only by my desire to help clients achieve their financial goals, but to build a strong human connection in our ever-increasingly digital world”