As a Senior Portfolio Manager and Wealth Advisor, Andrew partners with professionals, executives and business owners to optimize their financial situation and maximize their lifetime net worth. In addition to his prudent portfolio management and detailed security analysis, Andrew is passionate about ensuring each family’s wealth plan is built based on their desired outcome to reach their long-term goals and minimize exposure to tax. Andrew has 15 years of experience advising institutional and high-net-worth families and is highly qualified to help clients through their most complex financial situations.
Andrew is a graduate of Western University with an Honours undergraduate degree in Economics and Queen’s School of Business with a Master's in Business Administration (MBA). He has also earned the industry’s most recognized investment designation of Chartered Financial Analyst (CFA).
Whether you're pursuing your professional goals or enjoying retirement, as Andrew’s client you can expect a personalized plan for growing and preserving your wealth.
