Wealth Planning Consultant
Andrew has worked in the financial services industry since 2008. During this time, Andrew has had the opportunity to help business owners, executives and professionals delivering customized investment solutions. Andrew has a focus on helping clients identify goals and putting together a plan that will realistically achieve those goals.
Before joining Secura, Andrew worked as an investment consultant with a large Canadian insurance company. He worked closely with financial security advisors to deliver wealth management planning solutions to help clients achieve their goals. Andrew has an extensive knowledge of the High Net-Worth Market and his specialization is customizing solutions to derive sustainable long-term income for retired clients.
Prior to working with a large Canadian insurance company, Andrew worked at a private equity firm as a Marketing Manager and Investment Advisor. He was responsible for raising capital with an independent network of financial advisors. Andrew gained the knowledge of private equity and alternative investments and how they can diversify a client’s portfolio and enhance tax efficiency.
Andrew is a Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FCSI), Chartered Investment Manager (CIM) and has an Honours Bachelor of Commerce (B. Comm) from the University of Guelph.
On the personal side….
Andrew and his wife Michelle have two active boys (Gabriel & Lochlan) who enjoy playing soccer, hockey, golfing and camping together in the summer.