CFA®
Financial Advisor
Anny He
- Chartered Financial Analyst
- Certified by the Government of Canada Pension Centre for the delivery of the Public Service Pension Plan Member Education Session (PSPP Certified)
- Honours Bachelor of Commerce with specialization in Finance from Telfer School of Management – University of Ottawa
- Member of the RocheBanyan team since 2017
- She has worked in the financial planning field since 2015
- Offers services in English, French and Mandarin
Anny provides expert advice and modular plans in the area of financial planning, including investments, tax and retirement planning.
Anny’s practical approach is comprehensive and on-going to help her clients achieve their goals at every stage of their life.
Anny is an active member of the roster of pension and financial planning expert speakers for The Retirement Planning Institute.
Our other team members
Allan J. Walton
CFP®, CIM®
Financial Advisor, Certified Financial Planner®
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Robert Théroux
CFP®
Financial Advisor, Certified Financial Planner®
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Martin Parker
Senior Financial Advisor
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Anny He
CFA®
Financial Advisor
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Rudy Johnson
CFP®
Financial Advisor, Certified Financial Planner®
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Geneviève Jamault
CFP®
Financial Advisor, Certified Financial Planner®
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Éric Haché
Financial Advisor
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Éric Gibeault
CFP®
Financial Advisor, Certified Financial Planner®
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David A. Gervais
RRA, CHS®
Financial Advisor
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Andrew Forcier
CFP®
Financial Advisor, Certified Financial Planner®
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Gilles Carrière
CFP®
Financial Advisor, Certified Financial Planner®
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Zachary Carrière
RRA™
Financial Advisor
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Sylvie Malette
CFP®, CIM, FMA, FCSI®, PMP®
Financial Advisor, Certified Financial Planner®
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Dominique Lafleur
CFP®
Financial Advisor, Certified Financial Planner®
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