Anna Stepec

Anna Stepec has a diverse work experience spanning over several decades. Anna started their career as an Assistant Manager of Personal Banking at RBC in 1980 and stayed with the company until 1998. In 2000, Anna joined Generis Financial as the CEO, where they provided investment, financial services, and risk management. Anna has been in private practice since then. Additionally, Anna worked at Great-West Life as a Gold Key Advisor in 2000. Currently, they are employed as a Financial Security Advisor at Helkie Financial & Insurance Services Inc, a position they have held since 2018.

Anna Stepec has pursued education in the field of financial planning through the Financial Planning Standards Council. No information regarding the specific duration or degree program is provided.