Ann RolphAdministrative Assistant
Ann works two days a week as our operations specialist. She works closely with Lance as they customize and prepare written financial plans for our clients. She has more than forty years’ experience in the financial services industry which makes her well versed in the areas of compliance, document preparation and client advocacy.
Ann joined the firm in 2001 when she decided to take advantage of the opportunity to take an early retirement from CIBC. She is a licensed Mutual Fund Assistant and has obtained her CSC (Canadian Securities Course) and PFP (Personal Financial Planning) designations.
Ann has been married to her husband Dennis since 1983. They have two daughters. One is married and lives with her husband in Guelph. They have three young children. The other daughter lives at home and is supported by the Special Olympic, Hutton House and Community Living London communities. Both Ann and her husband volunteer with these wonderful organizations.