Rasmussen, Anna-Marie

Rasmussen, Anna-Marie
Rasmussen, Anna-Marie
B. Comm, CFP, CLU, CHS, CFDS, RRC
anna-marie.rasmussen@igprivatewealth.com
250.762.7548
250-868-9332

Landmark6, Floor 6, 1631 Dickson Ave, Kelowna, BC, V1Y 0B5

Keyword; Financial Planner

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Anna-Marie started her career in financial services in 1986 and has earned a reputation as a caring, intuitive, and knowledgeable professional. During her tenure with a leading life insurance company she worked in sales, then management positions, and qualified for several leaders’ conferences including the Million Dollar Round Table. She joined Investors Group in 1995, beginning as an Insurance Planning Specialist, and steadily expanded her expertise to provide comprehensive financial planning services. She holds a Commerce degree from the University of Alberta and has continued her education throughout her career in order to deliver the most informed advice to clients. In addition to her CFP, CLU, ChFC, and CHU she holds the Chartered Financial Divorce Specialist designation. She’s a member of the Kelowna Estate Planning Society, Okanagan Collaborative Family Law Group and CAIFA.
Investors Group Financial Services Inc.

Completed the CFDS training in September 2012.
01.10.2019
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