Andrew focuses on working with clients to design long-term, personalized financial plans to meet their personal goals. He then manages their portfolio to achieve their aspirations.
Andrew is a CERTIFIED FINANCIAL PLANNER®
professional and has been a financial advisor since 2001. He specializes in serving business owners/farmers as he can relate to their challenges being a business owner and growing up on a dairy farm. Andrew also works with families who are focused on growing their net worth. In 2001, he graduated from Brock University with a Bachelor of Business Administration.
When not working with clients, Andrew enjoys golf, ball and the outdoors. He and his wife, Heather, are kept busy chauffeuring their 3 boys who are all active in hockey and ball. Andrew believes in giving back to his community as he has served as a volunteer firefighter for Tavistock since 2003.