We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
Brian brings over 25 years experience in wealth management and over 20 years focused in Socially Responsible Investing. Especially experienced in helping clients align their faith, values, and dreams with their investment objectives. His firm offers full wealth management expertise including risk reduction and tax planning strategies for both business owners and individuals. His services include full financial and estate planning.
Mutual funds provided by Sterling Mutuals Inc.
We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations
Private Wealth Portfolio Manager
Kimberly believes that successful wealth management begins with helping clients to understand their goals, not just in financial terms, but in life terms. Her primary objective is to build long-term wealth for her clients. To this end, she builds her clients financial plans and investment strategies aligned with their values to put them on a path to achieving their goals and finding financial security. Risk management through responsible investment is an integral part of her investment philosophy.
Kimberly has over 15 years of experience in finance and economic policy. Prior to joining Scotia Wealth Management, she spent almost ten years at the International Monetary Fund where she advised countries on policies to foster economic and financial stability. Notably, she served as Senior Advisor to the Executive Director for Canada, Ireland, and the Caribbean, in which capacity she contributed to Canada’s global policy leadership. Kimberly also worked for several years at the Bank of Canada where she was the senior economist working on the United States at the height of the financial crisis. She holds a Master of Arts in economics from Queen’s University and a Bachelor of Commerce, Honours Economics (First Class) from Saint Mary’s University.
Sophisticated wealth planning and investment advice with insight into tax-efficient strategies.
A team-based approach that puts you and your evolving priorities first.
And feeling like you’re being guided by a good friend.
These are the benefits that high net worth professionals, business owners, retirees, widows and widowers receive when they invest with Anderssen Wealth Management. Discover how we can help you make better decisions about your investments and other financial matters.