Quinn Waddington, CFA
Senior Investment Advisor
Associate Portfolio Manager
I have over thirteen years’ experience in the industry and hold the Chartered Financial Analyst® designation, one of the highest designations in our profession. I enjoy working with people to build a financial roadmap that achieves all of their goals and finding ways to help them achieve those goals sooner. I aim to be your personal “go-to” for all of you financial needs and use a large network of professionals to make sure my clients are always in the best financial position.
I was raised in the New Westminster area and was always involved in the city through sports, events and clubs. I have always enjoyed the closeness of the community and appreciated the shared values of looking after your neighbours and helping others. Those values are the reason I take great pride in raising my three sons, AJ, Bennett and Caden, along with my loving wife Liz, in my home town. Both Liz and I are always looking for ways to be involved in local charities and events as well as experiencing all that the area has to offer with our three boys. I am proud to have been a Director of the New Westminster Chamber of Commerce and the New West Hospice Society as well as a member of the Royal City Rotary Club.
I pair my value of helping others with my knowledge, experience and passion in managing and protecting wealth by creating quality financial plans and helping clients understand what can sometimes be the murky world of investing, working with clients to not only develop a plan but also support them before and through retirement.
Voted Best Financial Advisor and Best Independent Financial Advisor - 2021 Readers' Choice Awards
Anne Jackson, CMA
Wealth & Estate Planning Specialist
Anne Jackson, a Certified Management Accountant (CMA), specializes in developing advanced financial, tax and estate planning solutions for our clients. Insurance-licensed and currently working towards her CFP designation, Anne brings years of taxation and accounting experience to the group.
Anne holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.
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