Anne Mathies

Wealth Advisor, Wealth Advisory Services

CFP

BDO London

519-953-0715


Executive Summary

Anne is a Wealth Advisor with the BDO Wealth Advisory Services Group working from BDO's London office with over 15 years' experience in financial services. She has been providing comprehensive financial plans to high net worth entrepreneurs and health care professionals since 2011.

Anne graduated from Fanshawe College with her Financial Services Diploma and in 2011 received her designation as a Certified Financial Planner from the Financial Planners Standards Council. Anne currently sits on the Finance Committee with Thames Valley Education Fund.

Whether Anne is structuring a long-term wealth strategy, a tax efficient estate plan, a retirement plan, or a risk management strategy to protect assets and loved ones, she will work hand in hand with your team of professionals to build a solid financial plan with strategies tailored to tax-efficiently grow, preserve and transition your wealth.

Professional Affiliations

Certified Financial Planner, FP Canada

Professional Designations & Education

CFP, FP Canada
Financial services diploma, Financial Planning and Services, Fanschawe College (2000)


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