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.


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