RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Investment Advisor
Drawing on his diverse experience in the financial industry, Andy specializes in developing customized roadmaps for families and businesses to achieve their goals. His disciplined, comprehensive approach to wealth and investment management includes financial planning, estate planning, business succession planning, and employing tax-efficient strategies.
Andy aims to help his clients gain peace of mind as they move toward their desired future. Prior to becoming an Investment Advisor, he held progressive roles in equity analysis at a leading asset management firm and an independent, full-service financial firm. His responsibilities involved evaluating businesses across several industry sectors through financial statements, accounting practices, and stock valuations. Andy uses this expertise today to create strategic asset allocation mixes that make sense for his clients.
An advocate for lifelong learning, Andy is a Chartered Financial Analyst (CFA), which is an advanced global designation for investment management professionals. Being a CFA charterholder denotes Andy’s responsibility to place his clients’ interests ahead of those of himself and his firm. He also holds a Master of Business Administration from McGill Desautels Faculty of Management at McGill University and a Bachelor of Arts in History from Western University.
Andy grew up in Oakville, is an avid traveller, and enjoys curling and fishing on the weekend with his friends.
Associate
Thomas started at RBC Dominion Securities as an Administrative Assistant, after spending several years working closely with small to medium size enterprises as a Paid Digital Media consultant. Thomas is responsible for day-to-day client service experience and requests. Upon completion of his regulatory licensing requirements, Thomas will be pursuing his Chartered Investment Manager (CIM) and Chartered Financial Planner (CFP) designation.
Thomas is a graduate of Brock University, earning his Bachelors of Sport Management with Honours, specializing in Athlete Management. Outside of the office, Thomas enjoys playing golf, dog walking, reading, and spending quality time with his friends and family.
