Anne Wildfong, BBA, CIM, FCSI, CFP®
Private Wealth Advisor, Portfolio Manager
Drawing from more than 30 years of experience in the financial services industry, Anne deeply understands her clients’ personalized needs and builds wealth management strategies that closely align with them.
For Anne, wealth management is more than managing a portfolio – it’s about managing how you relate to your wealth too. This entails knowing what your portfolio expectations are for the short and long term, and encompassing wealth accumulation and preservation, long-term growth, estate planning, and tax efficiency into your strategy.
Educating her clients and their families is key to Anne’s approach. This helps the next generation get on the right track, and gives parents peace of mind in knowing their loved ones will be okay. Anne’s deep experience consists of working with families, business owners, institutions, and individuals through various life stages and milestones. Partnering with them through both good times and challenges, so they feel well taken care of, is the most rewarding outcome for her.Anne’s career in the financial business includes working for Altamira Investment Services, a large independent investment management company, and boutique firm, Marquest Asset Management, prior to joining Leon Frazer & Associates in 2012 (now CWB Wealth), in a discretionary portfolio manager capacity.
Beyond the Office
Anne and her husband are proud parents of three incredible children. As owners of a family cottage resort business in Lakefield, Ontario, she has firsthand experience with the complexities of running a family firm, the challenges they face, and the amazing opportunities that stem from them.
“I truly enjoy helping my clients identify the core purpose of their portfolio, so I can provide solutions that give them comfort in knowing their financial future is secure.”