Anne Jackson, BBA, CMA, CPA, QAFP

Anne specializes in providing tax planning solutions for our clients, and holds a BBA from SFU, a concentration in Accounting and Finance. She also holds a CPA designation and brings years of taxation and accounting experience to the group. Anne currently holds her QAFP designation and is also Insurance licensed.

Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client’s individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.