Andrea is a highly experienced professional qualified as a Chartered Professional Accountant (CPA), Chartered Accountant (CA), Chartered Business Valuator (CBV) with the Canadian Institute of Chartered Business Valuators, Accredited Senior Appraiser (ASA) in business valuations with the American Society of Appraisers and Certified in Financial Forensics (CFF) with CPA Canada and the AICPA. Andrea has also completed the Chartered Professional Accountants of Canada’s three-part in-depth tax specialty program.
Andrea has over 30 years of experience with 17 of those years at KPMG and Baker Tilly Windsor (formerly Collins Barrow) where he held senior positions including that of a Tax and Valuations Partner. His entrepreneurial spirit led him to manage his own Financial Advisory Services practice for a period of 10 years, providing advice, expert reports, and direction to Owner-Managers in business valuations, corporate finance, business planning, personal tax, corporate tax, and financial litigation matters.
Andrea’s experience also includes being a Director of Finance for a significant full service Tier 1 automotive company located in Windsor, Ontario. Andrea was a senior member of a multi-disciplined team at KPMG, who successfully sold this business to a private equity group which included financing from a syndication of four financial institutions. After the completion of this divestiture, Andrea was asked by the senior management team of this automotive company to assume the role as Director of Finance.
Andrea’s 30 years plus of experience includes dealing with Owner-Managers on issues varying in size, industry and geographical regions. The combination of his experiences and qualifications are ideal to assist Owner-Managers with business succession, corporate finance, estate and business planning matters.
Andrea has been a frequent presenter and lecturer to legal firms, financial institutions, the University of Windsor, and other organizations such as the Canadian Association of Farm Advisors and the Canadian Institute of Chartered Business Valuators. Andrea has spent over 25 years on boards and committees primarily focused on children, social, cultural and health initiatives.
Andrea prides himself in being technical yet pragmatic in providing Owner-Managers with options and solutions as they navigate their complex business environment.
As a Premier Advisor with RBC Wealth Management Private Banking, Aneta Fojna provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs.
Working as a single point of contact, Aneta will access specialists from across the organization in order to provide a complete range of complementary services to support the individual short and long term goals of our Wealth Management clients in the Sarnia, Chatham and Windsor area.
Aneta draws on 12 years of experience within RBC, where she has had the opportunity to engage in several aspects of our retail growth strategy, helping drive RBC's direction for the future and foster long-term client relationships across multiple channels within our Communities. Aneta has been recognized throughout her career at RBC with numerous Royal Performance Awards, including Bronze, Silver, Gold and Convention Award.
She completed her Bachelor of Business Management at the Oskar Lange Academy of Economics in Poland, followed by her completion of the Business Marketing & Sales Certificate at Sheridan Institute of Technology & Advanced Learning in Oakville, Ontario. She also holds accreditations through the Canadian Securities Institute which include IFIC, PFSA, FPI and FPII
Aneta was born in Poland and now lives in Sarnia with her husband and two sons. In her spare time, she volunteers in Sarnia's polish community and acts as a member of the Finance Council for Sarnia Bluewater Roman Catholic Family of Parishes
"Estate planning is sensitive so I practice at being the best listener I can be." Focusing on each person, Lynn provides education throughout the wealth management process including the potential risks of unexpected events and how to protect and grow your wealth for future generations.
Along with Adam Bissell, our team offers a holistic approach that emphasizes you are heard and understood regarding your wealth goals and objectives. By focusing on what matters, protecting you, your family and your business, we demonstrate solutions that address your unique needs by helping ensure a lasting legacy for your heirs and charitable organizations.
Having joined RBC in 1996, Lynn was an Investment Associate prior to discovering her passion for insurance solutions in 2009. When not at work Lynn is often found at a ball game, hitting the slopes or snacking on fries under the Bluewater Bridge with her husband and two children.
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