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Anne Delves, Financial Advisor

FINANCIAL ADVISOR
Anne M Delves

CFP®, CLU®
1931 Mt Newton Cross Road, Ste#102, Saanichton, BC V8M 2A9opens in a new window
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Focus Areas

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

About Anne

Every investor should feel understood, in control, confident, and secure. That is why I chose a career as a Financial Advisor.

I advise and guide my clients through all of life's special moments - saving for and the purchase of their first home, receiving a promotion, welcoming a new baby, receiving an inheritance, and when they retire or sell their business. I am also there to advise them and hold their hand through the difficult moments - when they lose their job, develop an illness, or when their spouse passes on. Nothing is more important to me than helping them prepare...

Work History

  • Edward JonesApril 2016 to Current

Personal Interests

  • Active Lifestyle
  • Social Responsibility
  • Traveling
  • Health & Nutrition
  • Pets

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(250) 652-2075

Fax

(855) 313-6327

Office Address

1931 Mt Newton Cross Road
Ste#102
Saanichton, BC V8M 2A9opens in a new window

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