Anne Jefferson, CFP
Senior Analyst,
Retirement Projection Strategy
Anne Jefferson is a Senior Analyst at SilverBirch, specializing in retirement projections and long-term planning. She translates complex financial scenarios into clear, visual models that help clients understand how their plans evolve over time.
Anne works behind the scenes to build and refine Life Goal Plans, adjusting projections as circumstances change, whether that’s a shift in income, a major life event, or planning for retirement. Her expertise with our Advice Suite software ensures your financial plan evolves with you.
With a career that began at First Marathon Securities Limited in 1978, Anne brings decades of experience in financial services, including her work as an Investment Advisor and Associate.
This background gives her a strong understanding of both client needs and the advisory process. Anne's role is fundamental to ensuring you not only plan for the future but also understand the path to get there.
Outside of her professional work, Anne is actively involved in her community and supports a number of charitable initiatives including Relay for Life, the Hospital for Sick Children, and the local Royal Canadian Legion in tribute to her father's wartime service.
Proud milestone:
This year marks 20 years for me as a cancer survivor. I am very proud of the positive attitude I maintained throughout my treatments which helped me to overcome the disease and go to bigger and better things in my personal and professional life.
Favourite quote…
“Yoga is the journey of the self, through the self, to the self” – this keeps me grounded and reminds me that I need to look into my heart to direct me through whatever I am enduring, block out the distractions to allow me to work my way through and become the new me at the end. Transformation is an ongoing thing.
Most people don’t know…
My uncle who retired from the investment business a few years ago gave me a game when I was 12. It was called Stock Ticker and since then I have been drawn into the investment world. I entered the business in 1980.