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 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 for and achieve their financial goals in all stages of their lives.
I have 29 years of industry experience and joined Edward Jones in April 2016. As a Financial Advisor, I combine the skills I have learned from working in this industry with my CFP® designation, to create tailored investment strategies that fit with my clients' unique circumstances.
I moved to Victoria from Calgary in 1991. When not working, I enjoy travelling, water sports, being active outdoors, spending time with family and friends, and my adorable cat, Poppy.
My Branch Office Administrator, Benita Rudman, has over 31 years of experience in the financial services industry. When out of the office, she enjoys camping, travelling, being a part of her Croatian community, and being a mom to her 2.5 year old dog, Mac.
My office is located in the beautiful Saanichton community (just a short drive north of Victoria). I am proud to be a member of the Saanichton Village Association, and love working in and supporting the community. I serve clients throughout Victoria and Vancouver Island, the mainland of BC, the interior of BC, the Kootenays, and Southern Alberta.
Please contact our office if you would like to arrange a review of your existing investment strategy. We would be happy to discuss the possibility of working with you, alongside your other trusted professionals.
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
My Personal Interests
- Active Lifestyle
- Social Responsibility
- Health & Nutrition
Phone NumberAnne M Delves at (250) 652-2075
|Mon||08:30AM - 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|
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