Anne Marie Dryden

Anne Marie Dryden, CFP CLU

CEO & Certified Financial Planner

Anne Marie has been providing independent financial advice for business owners and professionals for more than two decades. She has earned the Chartered Life Underwriter designation and is a Certified Financial Planner. She also completed the Canadian Securities course in 1990.

As a business owner with a business consulting background, Anne Marie works primarily with incorporated business owners and professionals. She takes a low-key approach with clients, which provides them with a comfortable, stress free experience. Her goal is to provide solutions for building and preserving wealth while minimizing tax.

Call Anne today at 250-716-7000
or send her a message below.


We look forward to
investing in your success.


Anne Marie Dryden,

CFP CLU

CEO & Certified
Financial Planner

Anne Marie Dryden

Anne Marie has been providing independent financial advice for business owners and professionals for more than two decades. She has earned the Chartered Life Underwriter designation and is a Certified Financial Planner. She also completed the Canadian Securities course in 1990.

As a business owner with a business consulting background, Anne Marie works primarily with incorporated business owners and professionals. She takes a low-key approach with clients, which provides them with a comfortable, stress free experience. Her goal is to provide solutions for building and preserving wealth while minimizing tax.

Hans and Anne-Marie did an assessment and are balancing my needs extremely well in these difficult times. That and as far as I can see they do it not by cutting open a goat and looking at the entrails, but by ongoing research. I am recommending them highly.

James R Smith

I first wandered into this office just over ten years ago, new to the City. They have been amazing in patience with someone who really doesn't understand the intricacies of investment markets.

Anne McMillan

They have also given solid advice and the returns on the investments have been proof. Highly recommend Anne-Marie and her team.

Anne McMillan

I have known Anne Marie Dryden since 2002. When she told me about her services I realized that I had put off my tax planning for far too long. She undertook my project and I soon realized that she was considerably more learned than my other advisors.

Mike Gogo, Lumber and Christmas Tree Farming

Mine was a complex estate that had businesses, farms, real estate and stocks. She accomplished some sophisticated planning in a most satisfactory fashion and at a reasonable cost. I can highly recommend her services. She is a fine person as well.

Mike Gogo, Lumber and Christmas Tree Farming

Call Anne today at
250-716-7000
or send her a message below.

We look forward to investing in your success.