613.749.5027

Anny He

  • 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


  • Tamara L. Baird

    Vice President and Branch Manager

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  • Gilles Carrière

    Certified Financial Planner®

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  • Malcolm B. Fletcher

    Managing Director and Chief Investment Strategist

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  • Andrew Forcier

    Certified Financial Planner®

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  • David A. Gervais

    Certified Health Insurance Specialist, CHS®

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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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