Annie Izmirliyan, Certified Financial Planner and Wealth Management Expert

A Holistic Financial Planner

Step into Annie's Realm of Financial Empowerment

Hello there! I'm Annie, and I'm thrilled to welcome you to my corner of the digital universe. Here, amidst the hustle and bustle of everyday life, we embark on a journey of financial empowerment, personal growth, and soulful wisdom.

A Passion for Transformation

For over two decades, I've been deeply immersed in the world of wealth management, financial planning, and sales leadership. Yet, beyond the numbers and spreadsheets lies my true passion: guiding individuals and organizations towards their financial and professional goals with compassion, integrity, and strategic vision.

Drawing from Experience

My journey began with a spark of curiosity and a relentless drive to make a difference. Through years of hands-on experience, I've navigated the intricate landscapes of finance, honing my skills, and embracing every challenge as an opportunity for growth. From my early days as a financial planning analyst to my current role as a CEO, mentor, and consultant, each step has shaped me into the leader I am today.

A confident woman Annie Izmirliyan, Certified Financial Planner and Wealth Management Expert
Annie Izmirliyan as Kolbe Certified Consultant

Certifications and Expertise

As a Certified Financial Planner (CFP) and Trust and Estate Planner (TEP), I bring a wealth of knowledge and expertise to the table. My Kolbe Certified™ Consultant certification allows me to delve into the unique strengths and tendencies of individuals, unlocking their full potential for personal and professional growth. Currently enrolled in a Certified Transformational Training Program (CTTP), I'm committed to continuous learning and evolution, ensuring that my skills remain sharp and relevant in an ever-changing world.

Together
Students at George Brown College, where Annie served as a professor of financial planning and insuranceAnnie Izmirliyan speaking in front of attendees at a past financial event

A Holistic Approach
to Financial Education

At the heart of my mission lies a commitment to holistic education – one that goes beyond the numbers and addresses the emotional and psychological aspects of finance. Through my courses and events, I aim to provide a safe and supportive environment where participants can explore their relationship with money, uncover psychological barriers, and chart a path towards financial success. By blending technical learning with emotional wellness, I empower individuals to take control of their finances and embrace a future filled with abundance and prosperity.

Annie Izmirliyan and her connections and community that she values.
Students at George Brown College, where Annie served as a professor of financial planning and insuranceAnnie Izmirliyan leading a finance event, speaking in front of masses.

Creating Connections,
Building Communities.

Financial education is just one big piece of the puzzle. What truly sets my approach apart is the emphasis on human connection and community-building. Through speaking engagements, panel discussions, and mentorship programs, I foster a sense of belonging and camaraderie among like-minded individuals. Together, we share stories, exchange insights, and uplift one another on our journey towards financial empowerment.

Annie Izmirliyan and her connections and community that she values.

Your Trusted Guide

So whether you're a seasoned professional seeking to elevate your practice or an individual looking to transform your financial future, know that you're not alone!
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With me as your guide, you'll discover a wold ofpossibilities, unlock hidden potentials, and embark on a path towards greater prosperity and fulfillment.

Client Love

See how Annie's guidance has made a difference in people's financial journeys.

I had the opportunity to take the Kolbe Assessment through Annie and I must say it was an eye-opening experience. She explained in detail all the insights provided by the assessment and how it shows in my career and decision making. This was invaluable to me in understanding my natural strengths and how I can leverage them in various aspects of my life. When reviewing my report , Annie helped me identify my instinctive approach to problem-solving, highlighting my unique abilities, giving me a clear picture of my modus operandi, shedding light on why I tend to excel in certain areas and struggle in others. This Assessment was crucial for me, as it helped me with my decision to take on an Executive Role and be prepared for. I highly recommend this assessment with Annie's guidance, to anyone looking to gain a deeper understanding of themselves and capitalize on their innate abilities. It's not just a test, it's a tool for personal growth and development! Thank you Annie!!!
Aimee Sehwoerer
VP, Investment and Expansion Markets, Western Canada
I reached out to Annie to guide me through the Kolbe assessment process during a critical phase of my career transition, characterized by a sense of uncertainty. Annie's expertise proved invaluable, as she recognized that the Kolbe assessment could offer the clarity I needed in my journey of self discovery. In our consultation, Annie's commitment to my growth and understanding was abundantly evident. She was meticulous as she walked me through the assessment results, leaving no stone unturned. Her ability to convey the nuances of the assessment, while ensuring I comprehended each aspect, left me feeling not only informed but genuinely enlightened. What truly stood out was her initiative in ordering the sales MO assessment, a thoughtful and beneficial addition that further enriched the depth of my self discovery. Annie's passion for her work and dedication were palpable throughout our engagement. Her commitment to my personal and professional development was inspiring, and her enthusiasm was clear. I wholeheartedly endorse Annie to anyone seeking not just a consultant, but a caring and exceptionally knowledgeable guide through their journey of self discovery and growth. My experience with Annie was profound, and I am deeply grateful for her invaluable support.
David Schwarz
Insurance Advisor
I was truly delighted to be introduced to the Kolbe program by Annie Izmirliyan: In this detailed yet simplistically designed yet straight-ahead approach to personality testing, this program provides clarity and authentic feedback on a broad range of individual characteristics and patterns. Annie is the key to both translating and guiding a person through the wealth of detail and information this quiz provides. Annie’s insightful and detailed approach unlocks even more value that an individual could parse out by just reading the report by themselves. Annie has an infectious forward focused approach to helping others with a clear agenda of measurable steps to maximize your outcome. Whether Annie is translating results or coaching you to achieve more, she is the consummate professional every step of the way. Annie elevates this opportunity with clarity, passion, and commitment. It is such a privilege to work with her on this important and valuable key to one’s success. Annie, I wish you every possible success as you continue your focus on excellence.
Kolbe Program Client