For over two decades, Andrea’s primary focus has been to provide peace of mind to our clients by listening, learning, and focusing on creating solutions that will help them live their best life. Over the past 10 years, Andrea & her team have specialized in working with professionals, executives, and business owners, helping them manage the complex strategies that allow for multi-generational wealth transfer. As a Certified Financial Planner and a Life-Licensed advisor, Andrea’s strong understanding of your personal wants and desires for your lifestyle allows us to create effective, comprehensive strategies, making sure that you get the most from your money during your lifetime, while sharing your hard work with the next generation.
Originally a graduate of the University of Western Ontario, Andrea strives to continually develop her own learning through ongoing education. In 2007, she received her Bachelor of Education, which is prevalent in her team’s philosophy of ensuring they provide a strong, reliable and consistent partnership with their clients. Andrea’s goal is to foster a comfortable environment to help you understand more about your own financial needs, while learning about the tools available to you to achieve those important milestones.
Our cooperative approach to managing your wealth increases your own confidence, allowing you to become an active partner in building your financial future. The trust that comes from years of working together towards the best possible plan for you as a unique individual, is what helps Andrea and her team successfully navigate life’s many changes that we all experience. Your plan, built together, is living and fluid, and always focused on you living your best life. Change is inevitable, so the key to success is truly in the planning & the partnership with your advisor.
Andrea has worked in supporting her clients while raising three incredible boys, who keep her happily in the hockey rinks when she’s not gardening, reading or relaxing with friends. Her commitment to her own family living their best life shapes her decisions, and her belief that the best way to fulfill her client’s needs is to ensure she is offering the best products, advice, and comprehensive wealth management services. This critical part of her own financial planning philosophy is why so many of Andrea’s clients have worked with her for over 20 years, and why their children are also becoming her clients as they transition through life’s paths. We look forward to sharing more of your special moments in the years to come as a partner with RBC Dominion Securities.
