“Guiding our clients through the Wealth Management Process is the most meaningful experience for me. I love the sense of relief that our clients experience when they realize that we will take care of their entire wealth management needs to simplify their lives. As we work together, we get to know and understand each client on a very personal level. This is the greatest reward”.
Andrew started in the Financial Services Industry in 2001. In 2003 he became a Wealth Management Consultant with Wellington West Capital Inc. (now National Bank Financial). Business and Finance are a personal passion that he is grateful to share. He has an Honors Bachelor of Business Administration from Wilfrid Laurier University and has industry designations and qualifications through the Canadian Securities Course plus the Qualified Associate Financial Planner and Life License Qualification Program. He also holds a
Certificate in Advanced Investment Advice and is a Chartered Investment Manager (CIM).
Outside of work Andrew is committed to community involvement in the Barrie community providing leadership, guidance and knowledge to various groups in the charitable sector. He just completed over 10 years of service to the board of the YMCA of Simcoe Muskoka. He has also been passionately involved with Gilda’s Club and acted on an advisory committee for the Season’s Centre for Grieving Children. Andrew lives in Barrie with his children Avery (14) and Henry (12). As a family they enjoy getting away on weekends to their family cottage in Muskoka and skiing the hills of Horseshoe.