Anne Menard

My joy comes from inspiring conversations about dreams of the future with my clients. After leaving everything we knew in Ontario to follow our dreams, my husband and I experienced massive change and uncertainty as we settled into life here on Vancouver Island. Often it is through change that we grow the most, so it is my mission to help my clients navigate both chosen and unexpected life transitions. Once a client’s unique vision is established, we build a personalized plan to achieve their goals, and protect their wealth and legacy from the surprising curveballs life can sometimes throw.

Conversations about money bring up emotions, stories, lessons, and baggage of all kinds. Having these profound conversations is what gets me out of bed in the morning, and it is how I find out what is most important to the clients I work with. The relationships we develop with clients go deeper than just investments: we get to know family members, work in partnership with trusted advisors, and walk with our clients through all of life’s transitions - good and bad.

I have been with Edward Jones since 2004. Our branch team serves a variety of clients including medical and dental professionals, business owners and individuals approaching retirement.

I am married to my best friend, Kris, also a Financial Advisor with Edward Jones. Our two children are River and Summer, both exemplifying their names in personality. We spend our summers swimming in the lake, and we are avid hikers and mountain bikers year-round. A former yoga teacher, I continue my practice daily in the studio and in life. I also enjoy paddle boarding, running, working out, flying planes and reading.

I am grateful for the opportunity to surprise and delight you, your family, neighbours and friends with unmatched client service. I look forward to meeting with you soon.