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Alissa McAnuff, Financial Advisor

FINANCIAL ADVISOR
Alissa C McAnuff

QAFP®
5061 New Street, Suite 205, Burlington, ON L7L 0G1opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Wealth protection strategies

About Alissa

Thank you for visiting my page and welcome! I am a financial advisor and financial planner who loves to see the confidence and enthusiasm that is sparked in my clients' eyes as we partner together. I believe trusted relationships and partnership are key in providing comprehensive planning and advice to help you balance and achieve your goals. Of course, to build trust and solid partnerships, communication and transparency are crucial!

As we meet, I'm learning about you and your family, alongside providing the education and information that you need to make informed decisions. I prioritize what’s most important to you...

Work History

  • Edward JonesJuly 2017 to Current

Education

  • McMaster UniversityBachelor of Commerce

Personal Interests

  • Spending Time with Family
  • Camping
  • Reading
  • Scuba Diving

Team Members

  • Debbie Nazir
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(905) 639-3384

Fax

(877) 765-1723

Office Address

5061 New Street
Suite 205
Burlington, ON L7L 0G1opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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