Anna Lebiedowicz, LLM

Location
Toronto, Ontario

"I love collaborating and strongly believe in the African proverb: If you want to go fast, go alone. If you want to go far, go together."

I build deep relationships with CWB’s high-net-worth clients by getting to know what matters most to them about their finances and their priorities regarding family, work, lifestyle and money. My role is to ask thoughtful questions to anyone thinking about how best to organize their finances, to determine if the services offered by CWB Wealth are aligned with their unique needs. Based on that full appreciation of their needs, I then engage a diverse team of CWB Wealth professionals who work together to simplify and advise on an array of solutions that reflect the family’s values and priorities.

I have particular interest in:

• Behavioural science – why do we make the financial decisions we do, and can our behaviours be optimized for better results?
• Entrepreneurs – personal wealth and managing a growing business are closely intertwined. How do we help our entrepreneur clients reduce complexity, and save time, so they can focus on what’s really important?
• Women and wealth – women in Canada already manage significant wealth and cash flow and, at some point in their lifetime, it’s estimated that ~90% of all women will need to play the role of sole financial decision maker.

I have over 25 years of financial services industry experience, helping affluent clients reach their goals. I’ve worked for large global Private Banks, both in Canada and in the UK, with clients in Continental Europe, the Middle East and Asia. I’ve experience helping both individual clients, as well as working with Family Offices and Institutional clients. My expertise in investment, estate and tax planning as well as credit management and philanthropy, comes from years of experience counselling clients in financial planning.