Andrew’s passion and expertise revolves around young families, business owners, and individual clients.
Throughout the last 9 years, he has gained a widespread knowledge in the financial services industry. He started his career in the banking industry to grasp a well-rounded range of knowledge in finance. From there, he decided to pursue a career as a investment funds advisor by taking the experience that he learned at the bank and applying it to the practical knowledge from university. Andrew’s client base is primarily made up of young families where he can relate through life experiences as they enter through the stages of life.
In the past nine years, he has completed his Bachelor Degree in Business Administration, with a focus in Finance. In 2006, he completed both his mutual funds and life insurance licenses. Finally, he completed his CFP® or Certified Financial Planner® professional designation in June 2013.
Andrew utilizes a six step success plan that helps his clients develop a well thought-out financial plan that aims to achieve their short-term and long-term goals. His mission is to help build a solid foundation in order to meet each client’s needs as well to develop a long-term relationship to build on the foundation.
Andrew enjoys spending time with his family and friends, playing golf, skiing, and playing guitar.