Andrew is an experienced wealth management professional, advising clients for over two decades. Andrew takes a professional consulting approach to care for his clients and offers a premium level of discretionary management to free clients from the day-to-day details of managing their wealth. This is characterized by deeply understanding his client’s goals, placing investment needs within the broader context of retirement and estate planning, and focusing on risk management and client education. Andrew has a passion for economics and investment management, and brings a wealth of knowledge and experience to his clients.
Andrew holds a B.Sc. in Computer Science from the University of New Brunswick and an MBA from the Ivey Business School at Western University. He also holds the CIM (Chartered Investment Manager) designation. Prior to entering the financial industry, Andrew started his career as an analyst at IBM Canada and served as a management consultant with KPMG Canada and with the Province of New Brunswick. He began his investment career during the technology bubble of the 1990s, successfully guiding his early clients through that turbulent period.
Andrew and his wife Diane reside in Fredericton. They love travelling to visit, ski, or hike with their children Sophie, Robert, Caroline, Anya, and Julia. Andrew serves on the Board of Governors at the Beaverbrook Art Gallery.
