Anne Jefferson CFP

At Silverbirch, we understand that financial planning can sometimes feel complex and overwhelming. That's where Anne Jefferson comes in. With her unique role behind the scenes, Anne transforms the intricate details of your financial plans into clear, visual representations, making it easier for you to understand and engage with your financial future.

Anne works closely with us to craft your Life Goal Plans that adapt to your changing life events. Whether you're welcoming a new family member, considering a home change, navigating career shifts, or looking ahead to retirement, Anne's expertise with our Advice Suite software ensures your financial plan evolves with you.

With a career that began at First Marathon Securities Limited in 1978 and continued through various critical roles, Anne's journey in finance is both extensive and diverse.

Anne's past as an Investment Advisor and Associate enables her to understand the needs of both clients and their advisory teams deeply. She brings this perspective into her work every day, offering insights that benefit everyone involved in your financial planning process. Anne's role is fundamental to ensuring you not only plan for the future but also understand the path to get there.

Beyond her professional achievements, Anne is deeply committed to giving back to the community. From childhood fundraising efforts to participating in significant events like Relay for Life and organizing a music festival to benefit the Hospital for Sick Children, Anne's philanthropic spirit is inspiring. Her current involvement with the local Royal Canadian Legion is a tribute to her father's wartime service, showcasing her dedication to honoring those who have served.

Her expertise, combined with her commitment to both her clients and her community, makes her an invaluable member of the Silverbirch team.