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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Connor, Clark & Lunn Private Capital Ltd. (CC&L)
As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that aligns our interests with our clients'. Using an outcome-orientated approach, our experienced and dedicated Wealth Advisors strive to construct personalized, tax-efficient portfolios investing in traditional and alternative assets. We founded the firm over twenty-five years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth. Connor, Clark & Lunn Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms.