Ana commands a deep and broad understanding of the financial services industry derived from over 20 years of work experience in this sector. Ana’s seven years on the fixed income desks of two major trading floors solidified the experience she gained as an internal auditor for a large Canadian bank and its broker-dealer which focused on increasing operational efficiency, assessing and reducing risk and ensuring regulatory compliance for various global trading business lines such as Eurobonds, foreign exchange and derivatives. Ana used her knowledge of the securities industry to complete the Sarbanes-Oxley (SOX) compliance requirements for a bank-owned securities dealer and further assisted this bank in writing methodology for its board and senior management governance project where she performed its quality assurance function. More recently, Ana has been assisting private equity firms, hedge funds, broker-dealers and insurance companies with corporate tax provisions, various tax returns (T2/T5013/T3), FIN 48 compliance, and the design and implementation of tax risk management processes.

Education, Certificates & Designations:

2008 IFRS: Implications for Canadian Business (CICA)
2006 Masters of Taxation (University of Waterloo)
2000 Partners, Directors & Officers Examination (CSI)
1996 Conduct of Practices Examination, Registered Fixed Income Institutional Sales (CSI)
1996 Association Cambiste Internationale Diploma (Forex Association of Canada)
1993 Canadian Securities Course (CSI)
1991 Chartered Accountant (ICAO)
1987 Bachelor of Business Administration (University of New Brunswick)