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Anne Menard, Financial Advisor

Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Wealth strategies
  • Retirement savings strategies
  • Intergenerational planning
  • Estate and legacy strategies

About Anne

We work with a select group of families who are business owners, incorporated professionals, and those nearing, or in, early retirement, each with a unique vision. They love what they do and no longer envision an end date, but instead a progression through the various phases of life and profession. Their goals are often complex, incorporating business and succession planning, Canadian and cross-border tax strategy, and legacy building. We work in partnership with a trusted network of tax, legal and estate professionals to help ensure that both career and lifetime transitions are seamless and aligned with our clients' broader vision.

We...

Work History

  • Edward JonesFebruary 2015 to Current

Education

  • McMaster UniversityBachelors

Personal Interests

  • Yoga
  • Running
  • Dancing
  • Hiking
  • Mountain Biking

Team Members

  • Kateryna Erickson
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

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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