I pride myself on inspiring conversations about dreams of the future with my clients. My husband and I left everything we knew a decade ago, eager to start a new life on Vancouver Island. Living on Canada’s version of Hawaii was a vision I’d had for as long as I can remember. I believe it is through change that we grow, 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.
I consider myself an educator, and most of my clients would tell you that I also serve as a behavioural counsellor. 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. Along with Linda Shorrock, 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 in the off-season we explore the trails. 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.
- Business Owner Considerations
- Business Retirement Plans
- Intergenerational Planning
- Estate & Legacy Strategies
- Wealth Protection Strategies
My Personal Interests
Phone NumberAnne Menard at (250) 755-1473
|Mon||08:30AM - 03:30PM|
|Tue||08:30AM - 03:30PM|
|Wed||08:30AM - 03:30PM|
|Thu||08:30AM - 03:30PM|
|Fri||08:30AM - 03:30PM|
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