Anna Stepec

Anna Stepec CFP

Investment Representative
Advisor
416-756-8691

In 1980, Anna entered the banking industry, where she remained until 1998. She continued her personal development through various educational institutions such as Ryerson University, University of Toronto, Centennial College and the Institute of Canadian Bankers and was promoted to various positions within the Bank in the area of Personal Banking. In 2000 she began her own financial planning practice. She is the recipient of numerous awards for excellent service, among them the prestigious “The Best of The Best”. In 2018, Anna merged her practice with Helkie Financial to better serve her clients. We are thrilled to have her on our team.