Toll Free: 1 800-664-9230
1 Court House Square
I believe that advisors must be fully invested with clients and their families in order to effectively guide them; as such, I am committed to building solid lasting relationship with all my clients. Achieving financial success takes patience, planning and most importantly time. I will regularly review, update and formulate customized investment strategies, all while keeping risk at acceptable levels. I am committed to keeping clients informed, and this means transparent fees, consolidated performance summary reports, promptly returning phone calls and quickly following up on administrative issues.
Sharla Vander Vliet
Sharla joined the team in October 2016 with over 10 years of experience providing client service and administrative support for a busy real estate team in Brockville. Sharla has a background in Business Administration and has continued with her professional development while at BMO Nesbitt Burns. Sharla focuses on client service and assisting Anna with various tasks making for the best possible client experience. Sharla is the mother of three wonderful children and has been in the Brockville area for more than 20 years.