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Andrea is a highly experienced professional qualified as a Chartered Professional Accountant (CPA), Chartered Accountant (CA), Chartered Business Valuator (CBV) with the Canadian Institute of Chartered Business Valuators, Accredited Senior Appraiser (ASA) in business valuations with the American Society of Appraisers and Certified in Financial Forensics (CFF) with CPA Canada and the AICPA. Andrea has also completed the Chartered Professional Accountants of Canada’s three-part in-depth tax specialty program.

Andrea has over 30 years of experience with 17 of those years at KPMG and Baker Tilly Windsor (formerly Collins Barrow) where he held senior positions including that of a Tax and Valuations Partner. His entrepreneurial spirit led him to manage his own Financial Advisory Services practice for a period of 10 years, providing advice, expert reports, and direction to Owner-Managers in business valuations, corporate finance, business planning, personal tax, corporate tax, and financial litigation matters. 

Andrea’s experience also includes being a Director of Finance for a significant full service Tier 1 automotive company located in Windsor, Ontario. Andrea was a senior member of a multi-disciplined team at KPMG, who successfully sold this business to a private equity group which included financing from a syndication of four financial institutions. After the completion of this divestiture, Andrea was asked by the senior management team of this automotive company to assume the role as Director of Finance.

Andrea’s 30 years plus of experience includes dealing with Owner-Managers on issues varying in size, industry and geographical regions. The combination of his experiences and qualifications are ideal to assist Owner-Managers with business succession, corporate finance, estate and business planning matters.

Andrea has been a frequent presenter and lecturer to legal firms, financial institutions, the University of Windsor, and other organizations such as the Canadian Association of Farm Advisors and the Canadian Institute of Chartered Business Valuators. Andrea has spent over 25 years on boards and committees primarily focused on children, social, cultural and health initiatives.

Andrea prides himself in being technical yet pragmatic in providing Owner-Managers with options and solutions as they navigate their complex business environment. 

Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.

Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.

Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.