Andrew has extensive industry knowledge, having joined our team in 2000. He is our market specialist, working 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 skilled in identifying equity, fixed-income, options, and new-issue 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 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 investments, charitable giving, capital gain/loss planning and strategic asset allocation.
Andrew has dedicated significant time to furthering his professional development through industry courses. He holds the Chartered Investment Management and the Personal Financial Planning designations, and has completed the following courses with the Canadian Securities Institute:
- Canadian Securities Course
- Professional Financial Planning Course
- Derivatives Fundamentals Course
- Options Licensing Course
- Financial Planning II
- Applied Financial Planning Certification
- Investment Management Techniques
- Portfolio Management Techniques
Andrew is engaged in the community through his charitable efforts. In his spare time, Andrew enjoys softball, hiking, golf, and traveling.
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."
