
Member Bio
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After an early 25-year career in banking, Anita became a financial coach in 2021. Her focus is cash flow planning, retirement planning and investing. Anita lives in Toronto with her two teenage sons.
Anita provides financial planning services with a specialty in helping people with their investments. On the financial planning side, Anita offers a Financial Roadmap service, targeted to people between the ages of 25 and 45. Anita also provides "learn to DIY invest" services, portfolio reviews, and investment coaching to empower people of all ages to understand and manage their own portfolios.