Anna obtained her Chartered Accountant designation in 2013 while articling with Lohn Caulder. Always up for new challenges and learning opportunities she also completed the CPA Canada in-depth tax program in 2017 and obtained her Trust and Estate Practitioner designation in 2021. She is a member of the STEP Canada Society of Trust and Estate Practitioners.
Anna’s areas of practice comprises of: financial reporting, assurance, corporate and personal tax planning, as well as trust and estate planning.
She has extensive experience in assisting clients with their accounting and financial reporting enquiries, as well as advising on personal and corporate tax planning matters for small businesses. With a background in ASPE and ASNPO, Anna is part of the assurance team at the firm overseeing and managing the review and audit engagements.
Anna works closely with clients on their estate planning matters providing strategies to address the client’s specific situation, wishes and business succession goals. As part of building a custom estate plan, matters such as probate fee planning, estate tax estimates, and the use and set up of trusts are considered as well. Furthermore, Anna assists clients with their Canadian income tax reporting obligations, including trusts/estates with non-resident beneficiaries and trustees.
Outside of work, Anna enjoys spending time with her family and catching up with friends.
