Andy Montgomery, CFP, FCSI, CIM

Portfolio Manager & Wealth Advisor

905-332-2636 | Email me

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 various courses through the Canadian Securities Institute including most recently, the Chartered Investment Manager (CIM) designation and the Fellow of the Canadian Securities Institute (FCSI). He has worked in the financial services industry for over 19 years.


Andy's passion is to work closely and intensively with clients to fully understand their aspirations and goals, and then develops a cohesive total financial solution to help them meet them. Such solutions typically include - but are not limited to - investments, financial planning, estate planning and planned giving.


Andy believes in giving back to the community. He is the chair of the board for Camp Mini-Yo-We, a children's camp in Muskoka. Andy is also a volunteer at Kerr Street Mission, which serves families in the local community living in social and economic poverty.

Your Wealth Management team

Catherine Nicholls, LLLL.B., TETEP
Vice President and Will & Estate Consultant
RBC Wealth Management Services

View Catherine's bio.

Grant Henri, CFP, PFP, Pl.Fin., TETEP
Vice President, Business Owner Specialist
RBC Wealth Management Services

View Grant's bio.

Jennifer Janeczko, MTax
Financial Planning Specialist
RBC Wealth Management Services

View Jennifer's bio.

Suzanne Schultz, CACA, CFP
Estate Planning Specialist

View Suzanne's bio.