Meet our team

“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.

“Every client has their own personal story and I am wholeheartedly committed to making sure that story is underpinned with the financial security necessary to ensure success for everyone’s life goals”.

Tim has worked as a Wealth Advisor for successful families in the greater Barrie community for over 26 years. Wealth Management Advisor is more than a job for Tim. It is a passion. “I enjoy working with families to develop a plan for their financial future and take pride in the fact that many of my clients have chosen to remain with me since day one”. 

Tim learned early the lessons of investing, saving for the future and the value of personal relationships having grown up on a farm near Barrie. These are the principles that have guided him through his career and personal life. Over the years, Tim has become more focused on researching and monitoring investments/strategies to ensure long term successful financial futures for families and their generations to come.

He spends personal time on the family farm with his wife Tami and his two daughters Claire (15) and Charlotte (13).

“Customer service in my most important role. I am committed to ensure that all clients have an exceptional experience with our team”.

Jennifer assists Andrew and Tim with the successful implementation of each client’s Wealth Management Plan. She is responsible for all client administrative and communication needs and requirements.

Jennifer’s career in the investment industry began in 1990 with Regal Capital Planners. She joined Andrew and Tim in 2004. She has successfully completed the Canadian Securities Course, the Conducts and Practices Handbook Course and the Professional Financial Planning Course in addition to numerous other Wealth

Management courses. She feels it is extremely important to keep up to date with the ongoing changes in the industry.

Jennifer and her husband Jeff live in Oro Medonte with their Golden Doodle “Griffin”. She is an active volunteer with Hospice Simcoe.