I have worked as a Director of Human Resources for a large federal government agency and possess a Bachelor of Human Resources and Labour Relations. I have taken university law classes as part of the courses necessary to complete the degree.
I providing daily money management and other financial services for those who don't, can't or shouldn't such as Agent for Power of Attorney, Agent for Personal Health Directive, completed some of the duties of an executor at the request of and under the direction of a Certified Executor/ and if I am successful in becoming a Certified Executor Advisor, to provide executor (personal representative services) to clients as well.
Anne received her Certified General Accountant designation in 2000 and was the recipient of the McGillivray Partners Award for Accounting Excellence.
Anne is a partner with Henderson Roller Partnership and has been in public practice for over 28 years. She consults to her clients on accounting, corporate and personal tax preparation and payroll.
Anne’s clientele includes business owner / managers and her expertise is in preparation of estate and trust and non resident tax returns.
I've had the opportunity to help hundreds of my valued clients achieve financial security, through Insurance based products and solutions.
I founded Infinite Insurance with this exact goal in mind; using over 20 years of sales and management experience in the Financial Services Industry, including Investment Banking and providing an unparalleled customer service experience for my clients.
CFP Professional with thirty years experience.
I am a licensed Insurance Agent, and I am also mutual fund licenced in Ontario. My practice consists of many retirees and business owners and I am often asked for advice on estate and succession planning.
I am a financial professional passionate about empowering clients.
Financial Planning
Retirement Planning
Insurance Planning
Own my own financial planning business. I am a CLU CHS and have 45 years experience of which 35 years were in sales. I think this course will definitely be a game changer when dealing with HNW clients
October 30th 2025 - Mississauga, ON.
Early Bird Pricing in Effect Until July 30th, 2025
6 CE Pending
For more information CLICK HERE
To Register now CLICK HERE