Anne Leistner was promoted to be the first and only senior financial planner of CIBC Imperial Service in the Okanagan. - Contributed

Lake Country financial planners earns top spot in B.C.

Anne Leistner was promoted to be the only senior financial planner of CIBC in the Interior

A Lake Country business woman has earned a top financial planning spot with CIBC.

In early December, Anne Leistner was promoted to be the first and only senior financial planner of CIBC Imperial Service in the Okanagan.

Leistner is one of two senior financial planner’s in B.C. and one of eight Canada wide.

“I was stunned, so my initial reaction was no reaction. I was stunned. There are some senior financial planners in large cities like Vancouver and Toronto, I did not think it was going to be possible ever for the Okanagan, and to be named and to be really carrying the name… it’s an amazing feeling,” she said.

“I was pinching myself every day for a couple of weeks.”

RELATED: Lake Country businesses awarded

Leistner heard the announcement at the end of November, and started her new role in January 2019.

“I think it’s a fantastic career (for) anyone who loves numbers or helping people,” she said, adding she helps families feel good about their money.

Leistner grew up in Germany, studying math before she immigrated to Canada when she was 19.

“People seek me out when they have some really difficult wealth or tax planning issues,” she said.

She has a degree from UBC Okanagan and is also a certified financial planner. She specializes in retirement planning, is a divorce specialist and is working on earning the title of Chartered Investment Manager.

“When I sit down with a family, there are multiple situations. Nowadays there a ton of blended families and the financial picture becomes quite complex and to help clients you have to be quite diverse. My speciality is the wealth and tax planning… I touch on all quadrants of financial planning,” she said.


edit@kelownacapnews.com

Like us on Facebook and follow us on Twitter.

Just Posted

UBC Okanagan develops new heart valve to help high-risk patients

The first ever nanocomposite biomaterial heart-valve can be inserted through a small incision

Cyclist hit by vehicle in Kelowna

Emergency crews are responding

Kelowna council approves of new temporary farm worker housing at cherry farm

60 units of housing were approved by Kelowna council Monday

Okanagan washouts could have connection to wildfires

The ministry said wildfires have impacted the severity of some landslides and washouts

The good, bad and the unknown of Apple’s new services

The announcements lacked some key details, such as pricing of the TV service

Eviction halted for B.C. woman deemed ‘too young’ for seniors’ home

Zoe Nagler, 46, had been given notice after living in the seniors complex in Comox for six years

Vancouver Island home to B.C.’s luckiest lotto store

Five million-dollar winners have bought tickets from same Port Alberni corner store

Video of ‘shocking, chilling execution’ opens B.C. murder hearing

Sentencing underway for Brandon Woody after pleading guilty to second-degree murder in Nanaimo

Is it a homicide? B.C. woman dies in hospital, seven months after being shot

Stepfather think Chilliwack case should now be a homicide, but IHIT has not confirmed anything

SPCA seizes 54 animals from Vernon property

Animals weren’t receiving adequate care

Morneau unveils principles for Indigenous ownership in Trans Mountain pipeline

The controversial pipeline was bought by Ottawa last year

Refugee who sheltered Edward Snowden in Hong Kong arrives in Canada

Vanessa Rodel and her seven-year-old daughter Keana arrived in Toronto this week

Most Read