Anna joined our team in 2018 as a Financial Advisor Assistant, and provides ongoing support to enhance the client experience and her commitment to client service make her a valuable team member.

She is the first point of contact for most clients when they call or visit our office and is primarily responsible for providing administrative support to our Financial Advisors, by servicing clients’ general day-to-day requests. She is jointly responsible for processing and following up on security transactions and transfers, handling incoming and outgoing phone calls with clients, and fostering and supporting client relationships.

Originally from Tanzania, Anna came to Toronto to pursue her further education. She is a graduate of Ryerson University - Ted Rogers School of Management. She holds a Bachelor of Commerce with a major in Finance. She has completed the Bloomberg Essentials Training Program, and has completed the CSC and CPH.

In her spare time, Anna enjoys travelling, exploring new places, and bowling. She also enjoys learning new languages.