Andy brings 30 years of investment experience to his role at the Ramolla Martin Reitknecht Advisory Group. Among his long list of credentials and designations are that of Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI). The CIM designation recognizes Andy’s specialization in high-level investment strategies tailored to affluent clients. The FCSI designations is the highest honour and most senior credential in Canadian financial services, reserved solely for an elite group of experienced financial service professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement. Andy has also been accorded the additional designation of Wealth Adviser by National Bank Financial to recognize the comprehensive nature of his wealth advisory offering.
With the support of his fellow team members at the Ramolla Martin Reitknecht Advisory Group, Andy is well-positioned to help families, individuals, business owners, and professionals achieve their long-term financial goals. As a fully licensed insurance advisor, Andy is equipped to offer advice regarding life, disability, critical illness, and long term care insurance strategies.
In his spare time, Andy enjoys sports, particularly golf and tennis, and hiking with his wife Colleen. Their two children have recently begun their professional careers. An avid reader as well, Andy is a student of history and behavioural economics. Locally, Andy has chaired the golf committee for the Oakville Community Foundation’s Marathon of Golf for the 2014 and 2015 event. The Ramolla Martin Reitknecht Advisory Group is also a long-time sponsor of the Mercedes Benz Oakville 10km road race.
Recently, Andy has been awarded the Wealth Management Excellence award for the Ontario region. This award recognizes the Investment Advisor who has distinguished himself through the successful management of financial assets and who has guided his clients towards the achievement of their objectives in terms of their overall wealth management strategy. He has superior performance in both asset growth and performance relative to his peers and has projected a positive attitude and exemplary involvement both within the firm as well as the community.