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

Ogilvie Daugherty Financial Services is committed to the health and wellbeing of our clients, employees, and communities.  As we all continue to navigate the COVID-19 situation, we want to reassure you that we remain committed to you, and all your wealth management needs.  As such, our office is open to serve you under the current safety guidelines. Our door remains locked, and you can ring the bell to let us know you are here during normal business hours.   If you arrive outside of these hours, please call us to let us know you are waiting.  Visitors are required to  complete the COVID-19 Screening Questionnaire we supply upon arrival, wear a mask and hand sanitize.  If you have any concerns, please feel free to call and discuss them with a staff member.

Please also note that our financial advisors will continue to offer virtual meetings if you prefer. 


Thank you for your confidence.   Stay well, stay safe.