Estate Planning Specialist
Anna began her career in the insurance industry in 1996 working for Investor’s Group, one of the largest financial planning companies in Canada. There she worked for over a decade in the role of Senior Financial Consultant, specializing in business owners, while she developed expertise in many areas of underwriting. Anna’s success led to her recognition as a top producer and her leadership extended to training and coaching other consultants with the integration of insurance into their practices. She has been the keynote speaker at Investor's Group National Conventions as well as a recurring guest on Business Television as a panel expert on various aspects of Financial Planning in 2006, 2007 and 2008. In December 2009, Anna sold her practice and joined RBC as an Estate Planning Specialist, focused on both personal and corporate insurance solutions, secure wealth through a variety of life insurance, annuity, and living benefits solutions, while mitigating the effects of tax.