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Online Banking

Financial Advisors

Anne Wakelin, Financial Planner

Anne Wakelin, PFP, EPC

Parkgate Branch, North Vancouver

"My previous background in the hotel and hospitality industry taught me the value of five-star service. I tell my clients that at BlueShore Financial we speak their language: service. And when I receive a referral as a result of that service, I accept it with gratitude and treat it as a valued gift."

 Anne's Video Profile

Over 20 years of experience in the financial industry has provided Anne with a foundation for excellence. Anne focuses on learning about her client’s needs and what’s important to them. “What are their goals, challenges and priorities? When I understand the answers to these questions I can then begin to build financial solutions.”

Anne applies trust and integrity to all her relationships and emphasizes providing clear information and financial decisions. “Making the complex simple sounds easy, but it takes a lot of experience to ask the right questions to discover new ways of making financial dreams a reality.”

Anne and her team of specialists will develop and manage a lifespring® financial plan for you, integrating everything from insurance, investments and retirement planning as well as your business banking (if applicable). Anne’s advisory team includes the following specialists:

Advisory team

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

†Insurance services provided by BlueShore Wealth.

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