Anne Hammond

Financial Advisor
BA CIM CFP

I believe that the one certainty in life is change – transitions and stages, as we make our way through an ever-changing world.  I help my clients build their unique financial plans and implement investment management strategies to anticipate those changes wherever possible, while staying ready to adapt to the unexpected.


Anne Hammond

Financial Advisor
BA CIM CFP


I believe that the one certainty in life is change – transitions and stages, as we make our way through an ever-changing world.  I help my clients build their unique financial plans and implement investment management strategies to anticipate those changes wherever possible, while staying ready to adapt to the unexpected.


Anne Hammond

Financial Advisor

BA CIM CFP

I believe that the one certainty in life is change – transitions and stages, as we make our way through an ever-changing world.  I help my clients build their unique financial plans and implement investment management strategies to anticipate those changes wherever possible, while staying ready to adapt to the unexpected.

Shifting from full time work to retirement, getting married or divorced, or adjusting to life alone after being widowed all come with financial implications.  At such times – and in fact, all the rest of the time too – I understand that personalized service and using the right financial products can make the difference between having peace of mind.

I have been helping my clients build their personalized financial plans and manage their investment assets for almost 20 years.  Over the years, I’ve seen both the financial and personal cost of not having a plan in place or worse – not following it.

Industry Associations

Advocis – The Financial Advisors Association of Canada
FPSC – Financial Planning Standards Council
FPA – Financial Planning Association




Degrees and Designations

BA (English Literature) - UBC
CFP (Certified Financial Planner)
CIM® (Chartered Investment Manager)




CIPF Member
IIROC
AdvisorReport
TEAM MEMBERS
Our Team


TAKE AWAYS
Advisor Insights


Takeaways
Your Retirement

Retirement requires a strategy that integrates your various sources of income to generate your desired income. Some of the important issues include coping with inflation, minimizing income tax payable, managing competing demands, and balancing multiple goals. We use our disciplined process to determine what strategies will best suit you.

  • "Anne listens carefully, asks questions and takes our conversations into account before beginning her research. The options she provides include a wide range of financial strategies that nonetheless remain congruent with our goals.
    "

    - David & Dianne C.

  • "I worry a lot less about the future and I spend a lot less time looking at all the investments and second-guessing if they're right for me.
    "

    - Catherine S.

  • "Over the last twenty years, Anne has fulfilled her responsibilities superbly. She knows us, our parents, children and grandchildren and the kind of bonds we try to create between generations.
    "

    - David & Dianne C.

  • "Anne takes the worry out of the process and the tracking. She always contacts me when things come up instead of me having to contact her. I feel like Anne stays on top of things."

    - Catherine S.

  • "Anne listens carefully and probes to understand our particular financial concerns and responsibilities; she provides a range of well-researched, unbiased options that address those concerns and responsibilities.
    "

    - David & Dianne C.

  • "We started working with Anne as a result of her support of our mother. As a long-time client, she appreciated Anne’s patience with her and how Anne could simplify explanations of investment terminology. Up to age 95, she never ceased to be amazed how her nest egg continued to grow with RGF & Anne’s advice."

    - Murray & Dorothy C.

  • "Our wealth is growing. We are able to enjoy a stress free retirement and trust Anne is watching our financial performance. She has great recommendations regarding tax implications and ensures we keep enough liquid cash to make trip plans & support our children."

    - Murray & Dorothy C.

  • "We are not experts so we truly appreciate Anne’s recommendations to improve our financial position now & in the future. She acts as our eyes & ears on our accounts."

    - Murray & Dorothy C.

  • "In our case, the former involves appreciating our responsibilities to a four-generation family with varying needs at different life stages. The latter involves advising us about how to manage a range of assets—including defined benefit and defined contribution pension funds, government pensions, RRSPs, TFSAs and various investments—consistent with our family values."

    - David & Dianne C.

  • "I choose Anne because I thought she had a combination of experience  and  expertise – and she listened to what I was telling her was important to me instead of doing all the talking.
    "

    - Catherine S.

  • "Because I have no other source of income than investments, I was most concerned about making sure it would be enough and last long enough. I feel much more comfortable now that I will have enough for the future."

    - Catherine S.

  • "Anne is very proactive and always has a detailed list of actions for our semi-annual meetings. She is always well prepared for our meetings which are very professional yet personal. We are very happy with her financial recommendations as our portfolio continues to increase. She has relieved us of the need to worry about our financial well-being into our 90’s."

    - Murray & Dorothy C.

  • "We would like to express our sincere appreciation for the work Anne has done for us and do not hesitate to recommend her to future clients."

    - Ivan and Marian H.

  • "Our financial assets contribute to a sense of confidence and security that is central to our sense of family."

    - David & Dianne C.



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