Annie Uffelmann

Annie Uffelmann ODFS

Annie Uffelmann

Annie Uffelmann is a Client Service Coordinator at Ogilvie Daugherty Financial Services. She has been with the ODFS team since July 2015. Prior to joining the team, she worked in the financial services industry for eight years in various human resources roles.

Annie’s responsibilities include client contact, booking appointments, file and appointment preparation, and marketing.

Annie has a BA from Wilfrid Laurier University, an MA from Queen’s University, and a human resources management diploma from Conestoga College. She lives in Waterloo with her husband Dan and their two cats.

Email Annie at

Working to meet your needs

We have physically closed our office as per the mandate by the Ontario government and all of the staff and advisors have been set up to work at their homes.  All of our staff can be contacted via their office email and their office telephone numbers and extensions. We are working to be as accessible and available for clients as normally as we can however there will be no physical meetings with clients until things get better with COVID 19 and social distancing. Please note that only phone,  skype  or zoom meetings will be arranged at this time.

We certainly are available to you during this uncertain time.   Stay Well, Stay Safe