Rasmussen, Anna-Marie

Rasmussen, Anna-Marie
Name: Rasmussen, Anna-Marie
Designation(s): B. Comm, CFP, CLU, CHS, CFDS, RRC
Email: anna-marie.rasmussen@igprivatewealth.com
Phone Number: 250.762.7548
Fax: 250-868-9332
Address, City, Province, Postal Code:

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

Keyword; Financial Planner

Website: Click here
Bio: 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.
Membership Valid Until: 01.10.2019
Taking on new clients: Yes, please contact