Andrew has extensive industry knowledge, having joined our team over 20 years ago. He is our market specialist, working alongside Bruce to ensure your portfolio reflects current economic trends. Andrew operates as the team’s head trader and Bruce’s co-pilot, helping to direct our overall market strategy, review individual portfolios and prepare financial strategies tailored to your individual needs. He is extremely skilled in identifying equity, fixed-income securities, options, new-issue securities trading opportunities to drive your portfolio’s growth.
Tying his responsibilities and skills together is his drive to ensure the highest level of advice, service and professionalism to our clients. He meets with clients regularly to help identify and understand their unique needs, goals and circumstances. He believes that only with this understanding can he truly put his expertise to work for you. Some of the solutions he helps explain and implement involve tax-efficient investment planning and charitable giving, annual capital gains/loss planning and allocation of your investments across asset class and account types.
Like Bruce, Andrew has dedicated significant time to furthering his professional development through industry courses. He holds the chartered Investment Management and the Personal Financial Planning designation, and has completed the following courses with the Canadian Securities Institute:
- Canadian Securities Course (2002)
- Professional Financial Planning Course (2003)
- Derivatives Fundamentals Course (2004)
- Options Licensing Course (2006)
- Financial Planning II (2014)
- Applied Financial Planning Certification (2015)
- Investment Management Techniques (2018)
- Portfolio Management Techniques (2018)
Andrew is engaged in the community through many charitable efforts. In his spare time, Andrew enjoys activities like softball, running, golf, and traveling with his wife, Lisa.
A note from Andrew: "Proper portfolio construction is the key to meeting your financial goals, but the variety of investment choices can be daunting. Let our team help simplify the approach, narrow your focus, mitigate tax and plan for financial success throughout retirement."
