Andrew provides sound investment management and financial planning services to a select group of professionals, business owners and retirees. Working closely with his clients through every stage of life and gaining a full understanding of their financial and lifestyle needs, Andrew can ensure that their investment portfolio and wealth plan meets their unique risk objectives and investment goals.
Andrew is committed to the highest standards of ethics and professionalism. He obtained his Bachelor of Economics degree from Carleton University and holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) professional designations. Along with his years of experience in the financial industry, he provides the highest level of investment management and wealth planning services to his clients with household investable assets of $1,000,000 and over in Canada and the United States.
Away from the office, Andrew enjoys running, tennis, biking and hiking in the beautiful outdoors while spending time with his wife and two very active teenaged children.