It sounds cliché to say but in Anne’s case, it’s completely true: client service is her #1 priority. Ask any one of our clients and they’ll agree – from the first time you meet Anne in a meeting, speak to her on the phone or benefit from her extensive knowledge of the insurance and investment industry, Anne makes you feel like you are in the very best of hands. From start to finish and every detail in between, Anne brings an expertise, professionalism and a commitment to every Bloom Wealth & Legacy Planning client.
With a BA and a BBA from University of New Brunswick, Anne is also a Fellow of the Institute of Bankers (FICB) and completed the Canadian Investment Funds Course (CIFC). She worked for RBC in various positions across Canada with a concentration in insurance for the last 15 years.
Anne lives in Halifax with her husband, Brad and is the proud mother of two grown daughters.