Donald Anderson, CFP®, CHS

Certified Financial Planner

I began my 25-year career in the insurance and financial services industry in the fall of 1987 as a representative of London Life. I soon learned that being an “independent” financial advisor was becoming very important to my clients and to the growth of my business. As a result I decided to join AQ Financial Group as an advisor in 1992 and it was with this firm that I first began working with Bill Harris and Cam Forer. Then in 1995, I branched out on my own and formed my own financial services company, DW Anderson Consulting Group Inc. 

I earned my Certified Financial Planner (CFP®) designation in 1993 and my Registered Health Underwriter (RHU) designation in 1998. 

As a ‘dual-licensed’ representative, I feel I am well-positioned to provide my clients with comprehensive financial advice and recommendations that are tailored to their unique needs and goals. 

Although the financial services industry has evolved over the years (and continues to do so), one thing remains constant: clients still need a high-level of service. My team and I have been delivering on that promise for nearly 25 years and we look forward to continuing to meet that expectation in the many years ahead. 

If you would like to review your current financial plans or investments with me, please call my office for a free consultation. 

People who live in the past and the present will never be ready for the future”-John F. Kennedy

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.