Backed by more than two decades in the financial services industry, Andy is passionate about working closely with clients to fully understand their aspirations and goals. He then uses his experience and expertise to develop a cohesive financial solution to help clients reach their objectives. Such solutions typically include, but are not limited to, investments, financial planning, estate planning and planned giving.
A graduate of the University of Guelph, Andy earned the Certified Financial Planner (CFP) designation and completed the Certified Investment Management Analyst program through the Wharton School of Business. He has also completed several courses through the Canadian Securities Institute including, most recently, the Chartered Investment Manager (CIM) designation and the Fellow of the Canadian Securities Institute (FCSI).
Andy strongly believes in giving back to his community, and is the chair of the board for Camp Mini-Yo-We, a children's camp in Muskoka. Andy also loves spending time with his family outdoors skiing, sailing, cycling and waterskiing. He dedicates his time in the winter volunteering as a ski racing coach. When it comes time to unwind, Andy enjoys playing guitar.