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Anne Wildfong, BBA, CIM, FCSI, CFP

Private Wealth Advisor, Portfolio Manager

Anne Wildfong

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With over 30 years’ experience in the financial services industry, Anne has a talent for understanding her clients’ needs and identifying the right investment strategy to help them achieve their goals. What she enjoys most in her role is being able to provide her clients with dividend income solutions that are simple, solid and perform well over time.

Having worked alongside of some of the industry’s leading talent, Anne appreciates the true meaning of developing trusted relationships. This is reflected in the fact that she works with some of the firm’s longest standing clients. Working closely with those clients and their families, Anne ensures they fully understand what’s required to benefit from peace of mind around their finances.

She graduated from Wilfrid Laurier University with an Honours Bachelor of Business Administration Degree, and built on her credentials by obtaining her Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute, and Certified Financial Planner® (CFP) designations.

Anne’s industry experience includes working in mutual funds at Altamira, and in pooled mutual funds at Marquest before starting with the firm in 2012.

Beyond the Office

After over three decades of marriage, Anne has three children and a family business which her husband runs in Lakefield, Ontario. Her understanding of how a family business can add to the complexity of a client’s overall financial picture has been invaluable to those of Anne’s clients who also own businesses.