Anne Marie Dryden, CFP CLU
CEO and Certified Financial Planner
Anne Marie has been an independent provider of financial services for business owners and professionals for more than two decades. She has earned the Chartered Life Underwriter designation and is a Certified Financial Planner. She also completed the Canadian Securities course in 1990.
As a business owner with a business consulting background, Anne Marie works primarily with incorporated business owners and professionals. She takes a low-key approach with clients, which provides them with a comfortable, stress free experience. Her goal is to provide solutions for building and preserving wealth while minimizing tax.
Partner and Financial Advisor
Karl Bloedorn, BComm
Wealth and Risk Management
Karl Bloedorn is a long-time resident of Vancouver Island and is proud to call the Island home. Karl graduated with a Bachelor of Commerce degree from the University of Victoria and has numerous financial planning courses under his belt. He is a fully licensed Financial Advisor registered with the MFDA and the Insurance Council of BC.
Karl has been working in the industry as a Financial Advisor since 2002 and has helped clients weather through several difficult market environments during that time. Karl is also well versed with insurance products and can help you find the appropriate solution to meet your needs, whether it be Mortgage Insurance, Whole Life, Critical Illness, Disability Insurance or Group Benefits, Karl can help you navigate through the complicated waters of Insurance so that you can make the wise decision!
“Don’t let an unexpected event de-rail your financial freedom!”
Kieran Johnson, QAFP
Kieran is the third generation in his family to provide financial advice on Vancouver Island, offering financial planning, fee-based portfolio management, insurance services, and wealth building strategies.
Practicing since 2011, Kieran is currently in the process of completing his CIM (Chartered Investment Manager) and CFP (Certified Financial Planner) designations in order to offer the highest level of service possible to his clients.
Kieran enjoys hiking and backpacking, photography, Bonsai, and spending time with his wife and one-year old son, Noah.
Kristen Den Uyl