Certified Financial Planner®
As a professional offering independent advice Denise focuses on the individual needs of her clients. She is passionate about building and protecting financial security, and chose to work as a financial planner to serve the needs of families and small business owners in our community.
Denise’s career as a financial planner began in 2000 after many years at League Savings and Mortgage. The switch to financial planning was motivated by a desire to provide comprehensive financial solutions for her clients.
Her knowledge, creativity, experience, and friendly “no pressure approach” make Applied Wealth Strategies the go to place for all manner of financial advice. She is proficient in all areas of financial planning, but stands out as a retirement income specialist. Denise shares her knowledge with her clients directly and as a seminar speaker, writer and resource to other related professions.
Denise is a certified financial planner, as well as a licensed life insurance agent and makes continuing professional development a priority. She is a 20-year member of the Million Dollar Round Table, the premier association of insurance professionals. She is a member in good standing with Advocis, The Financial Advisors Association of Canada and a member of The Canadian Institute of Financial Planners. She also contributes her time as a committee member of several professional associations’ as well charitable foundations.
Denise is from Sydney but lives now in North Sydney with her husband John Anderson, and prefers to spend her leisure time sailing or golfing.
My primary goal is to ensure that all key aspects of each client’s financial plan are addressed in a manner consistent with professional financial planning practices.
