Comprehensive wealth planning made simple

Senior Investment Advisor, Andrew MacGillivray, understands the value of peace of mind. Through a track record of building meaningful, long-term client relationships anchored in education and expert advice, Andrew helps simplify complex financial situations so you can rest easy knowing your investments, retirement and estate are in good hands. Working primarily with high-net-worth individuals and their families, Andrew has built a reputation for his trusting, empathetic and attentive nature, helping make people comfortable working through difficult subject matter. His goal is to be a guide to families looking to improve their financial education, build personalized strategies and transfer wealth tax-efficiently to the next generation and beyond.

What is the value of peace of mind when it comes to your wealth? Let us show you.