Anik holds a Master’s degree in taxation (LL.M. Fisc.) and a Bachelor’s degree in Finance (B.A.A.) from HEC Montreal. She is also a qualified Trust and Estate Practitioner (TEP) and a Financial Planner (F. Pl.) duly registered under the Institut Québécois de Planification Financière (IQPF).
Prior to joining RBC Wealth Management, Anik worked at a major accounting firm and firms within the financial services industry, providing sophisticated tax and wealth management planning to high net worth individuals. Her expertise lies in international taxation for individuals and dealing with technical Canadian and U.S. tax and financial planning issues.
Anik brings her diligence and thoughtful approach to building sound financial plans for our clients. As a Financial Planning Specialist at RBC Wealth Management Services, Anik works jointly with your advisor to prepare and present your comprehensive Compass financial plan.
