Anna Barton is currently the Manager of Investment Planning at Connor, Clark & Lunn Private Capital Ltd. (CC&L). Anna serves as the primary investment planning consultant for over 40 wealth advisors across Canada managing over $12 billion in investment assets for high-net-worth families and foundations. Anna collaborates with advisors daily, develops custom investment plans, writes communication pieces on wealth planning topics, and presents regularly on planning sales calls. Prior to their current role, Anna held various positions at RBC Wealth Management. Anna holds a Bachelor of Arts Honours in Applied Economics & Certificate in Business from Queen's University.
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