Anne Wakelin, PFP, EPC
Mutual Funds Investment Specialist, Credential Asset Management Inc.
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."
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 will work with you to develop your comprehensive lifespring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).
Learn more about the value of working with a financial advisor.