Portfolio Manager
Andrew focuses on developing, implementing, and monitoring investment strategies for all Secura clients. Finding the best investment solution for each client is an important aspect of our wealth optimization process, employing the fundamental tenets of research, transparency, and ongoing client education.
Andrew has worked in the financial services industry since 2008, relishing the opportunity to support business owners, executives, and professionals by delivering customized investment solutions. Andrew has a focus on helping clients identify goals and putting together a realistic plan that will help them reach 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 assist clients in achieving their goals. Andrew has an extensive knowledge of the High Net-Worth Market and specializes in customizing investment solutions to derive sustainable long-term income for clients.
Prior to his time with the 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 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 and Lochlan. Together, they enjoy playing soccer, hockey, golfing, and camping in the summer.
