Anna Dietrich

Anna Dietrich is a knowledgeable finance professional currently serving as a Client Relationship Associate at Tall Oak Capital Advisors since May 2023, where responsibilities include managing and servicing client relationships. Anna has extensive experience at CIBC Wood Gundy, where roles have included Client Associate and Financial Associate, with key responsibilities such as onboarding new clients, conducting investment calls, and team coaching. Previous experience as a Banking Advisor at RBC involved implementing financial plans, offering lending advice, and managing estate settlements. Anna holds an Honours degree in Management and Organizational Studies with a focus on Finance and Administration from King's University College and an Ontario Secondary School Diploma from Columbia International College.