Anny He
CFA®
- 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
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Zachary Carrière
Financial Advisor
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Gilles Carrière
Certified Financial Planner®
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Andrew Forcier
Certified Financial Planner®
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David A. Gervais
Financial Advisor
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Éric Gibeault
Certified Financial Planner®
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Éric Haché
Financial Advisor
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Geneviève Jamault
Certified Financial Planner®
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Rudy Johnson
Certified Financial Planner®
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Anny He
Financial Advisor
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Martin Parker
Senior Financial Advisor
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Robert Théroux
Certified Financial Planner®
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Allan J. Walton
Certified Financial Planner®
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