Anna works closely with the firm’s relationship managers and their high net worth clients to provide investment planning solutions. She is responsible for creating customized analyses for clients and prospects as well as conducting research on planning
issues that affect high net worth families.
Prior to joining CC&L Private Capital, Anna worked at RBC Private Banking in Vancouver.
Anna is a graduate of Queen’s University in Kingston, Ontario with a B.A. (Honours) in Applied Economics and Certificate in Business. In her free time, she enjoys playing volleyball, spending time outdoors, and being with friends and family.