Andreas has been providing financial consulting and investment advice since 1998, and joined RBC Dominion Securities as an Investment Advisor in 2002. He provides unbiased, customized solutions for private and international clients and business owners, and is an authority on the following areas: financial planning, estate planning (including insurance), portfolio management (including global equities and derivatives), active management (dynamic asset allocation) and cash management within corporate accounts.
Andreas has a degree in psychology from York University and is fully committed to ongoing education and professional development. He is a Fellow of the Canadian Securities Institute (FCSI), has attained the Canadian Investment Manager (CIM) designation and is options licensed. Within the wealth management arena, Andreas has attained three designations: Certified Financial Planner (CFP), Professional Financial Planner (PFP) and Chartered Strategic Wealth Professional (CSWP).
In addition, Andreas has completed the Certified Divorce Financial Analyst course, which specializes in comprehensive divorce planning and financial settlement solutions. Andreas is also an accredited Associate Portfolio Manager – which is among the highest credentials an investment professional can achieve – and is able to offer his clients discretionary wealth management through the Private Investment Management program.
Over the past 15 years, Andreas has hosted, fundraised for and sponsored numerous charity events. He continues to support prostate and breast cancer charities, and The Heart & Stroke Foundation.