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
As a Premier Banking Advisor, Carly provides holistic personalized attention and comprehensive strategies to high-net-worth business owners, executives, professionals and their families.
Carly works with a select number of clients in Windsor, Sarnia and Chatham markets. She acts as a member of your Investment Advisor's extended wealth management team to ensure the smooth integration of often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
A sophisticated credit expert, Carly can leverage strategies to support your goals. Her key focus is a client centered approach and to maintain high standards of client service and value added advice. When necessary, she can access specialists from across RBC to work collaboratively to provide a complete range of complementary services.
Carly offers an extensive background in client relationship. She is a high performing individual with a wealth of knowledge and a high level financial service and sales experience. She is a dedicated banking professional with 26 years in the financial services industry, working in a variety of roles that include Re-tail Banking, Business Banking, Healthcare Specialist, and Cash Management. She has spent the last 10 years as a RBC Financial Advisor where she was also the dedicated in-house retail representative for RBC Dominion Securities in Windsor.