Since joining RBC Dominion Securities in 2001, Andrea has been providing professional advice to private clients, pension funds, trusts and endowment funds. Andrea has had the unique experience of working with three Portfolio Managers during her career, which allowed her to refine her portfolio management skills and develop the wealth management experience for her clients. Andrea credits her commitment to client service, financial planning, and prudent investment philosophy to the success of her wealth management practice.
As the Portfolio Manager, Andrea offers professional, conservative, discretionary money management for clients whose responsibilities prevent them from devoting the time needed to see their portfolios flourish, or don’t have the inclination, knowledge or skill to manage a portfolio. Andrea does this with a focus on personalized wealth management that supports you through each chapter of your life. Andrea wants to hear from you when you have a problem to solve or a dream to achieve; she wants to be your trusted Advisor.
Andrea has a thirst for knowledge and a curious mind. A graduate of Camosun College, Andrea obtained diplomas in Business Administration – Finance and Pacific Rim Studies – Business, after spending a year of study in Japan. She then attended Royal Roads University, where she earned a Bachelor of Commerce Degree with the President’s Scholar Award. A firm believer in education, Andrea has acquired the advanced industry certifications of Canadian Investment Manager and Certified Financial Planner designation, and is a licensed Insurance Representative. Andrea has also been awarded the designation of Fellow of the Canadian Securities Institute (FCSI). Andrea believes that her ongoing education will benefit her clients as she works to further advance her wealth management expertise.
Andrea loves to travel and learn about other cultures, but is always glad to come home to the West Coast; she is an island girl, born and raised. Andrea enjoys hiking, gardening, and playing on the beach with her son and husband, and loves to cook for her family.
