Andy specializes in developing roadmaps for families and businesses to achieve their goals, through financial planning, estate planning, business succession planning and tax efficient strategies.
Andy holds a number of financial industry designations, including Chartered Financial Analyst (CFA) and Master of Business Administration (MBA). Prior to becoming an Investment Advisor, he worked as a senior equity research analyst at AGF Management and Canaccord Genuity, where he looked deeply into businesses’ financial statements, accounting practices and stock valuations. As an analyst his responsibilities were to analyze and make recommendations on stocks in the consumer discretionary, consumer staple, information technology, telecommunication services and industrial sectors. He uses this expertise today to create strategic asset allocation mixes that make sense for his clients.
Andy grew up in Oakville and graduated from McGill University and the University of Western Ontario. He is an avid traveler and enjoys curling on the weekend with his friends.
