Andrew Cooper, Investment Advisor,Toronto, ON

Phone

Office

Office Location

79 Wellington Street West 11th Floor Toronto, ON M5K 1A1. map

I have been in the industry since 1994. Over the years, I have developed my knowledge base, experience and service capabilities to help business owners define and realize their vision for their wealth.

I began my career in Corporate Finance, followed by roles in private client wealth management, where I deepened my understanding of both high-net-worth wealth management and the financial challenges faced by business owners. I’ve been an Investment Advisor for 21 years, and came to TD Wealth Private Investment Advice to form Cooper Strategic Wealth Advisory in 2007. I now deliver comprehensive services for business owners, many of whom require guidance through the lifecycle of their business and transitions like retirement.

Among my educational and industry accreditations are some of the highest available to advisors: Canadian Investment Manager (CIM), Fellow of Canadian Securities Institute (FCSI®), Financial Management Advisor (FMA), and Certified International Wealth Manager (CIWM). I am also a Certified Retirement Specialist (CRS).

Phone

Toll Free

(888) 576-4447

Fax

(416) 983-6676

Branch Phone

(416) 982-6011

Branch Fax

(416) 308-6958

Certificates

FMA

CIM®

FCSI®

"Your wealth requires as much vision as your business does. Our specialty lies in defining, executing and maintaining that vision."

Andrew Cooper, CIM, FMA, FCSI, CIWM

Vice President, Investment Advisor, Certified Retirement Specialist

Cooper Strategic Wealth Advisory

What comes after?

What will help support your lifestyle once your business is sold? What will occupy your time after you transition out? What other financial structures and income sources are you using to diversify your wealth? What strategies are you using to extract capital from the business tax-efficiently?

When your business is your focus, it takes a team to help ensure that what comes after is a successful retirement and a lasting legacy. Through an insightful discovery process, written comprehensive plans and a variety of TD specialists, we help business owners set up their personal and family wealth for the long term.

Protecting What You've Built

Protection is the first priority, and when it’s done well it can allow you to confidently work toward realistic goals for growth, income, and tax efficiency.

Transitioning out of Your Business

You work hard to grow your business, but growing your personal wealth is a different challenge with its own strategies, structures and steps – and the reality is that many business owners do not have a concrete plan for their own transition out of the business and into retirement.

Working with Professionals

When you’re focused on the operations of the business, opportunities to help grow and protect your wealth often get missed.

"We have been doing business for well over 20 years, and Andrew has done a simply wonderful job. Several of our holdings have more than doubled in value, we sailed through the 2008 financial crisis, and our net worth keeps going up and up. What more could one ask?"

Donn and Lillian Wilson

*As of August 24, 2017. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

"Andrew has been advising my family on financial issues for many years. What we appreciate most about him is his proactive approach to investing, and his ability to communicate, regularly and clearly, his ideas and suggestions. He listens well, and his weekly newsletters are also enormously useful. We really appreciate his support, and do not hesitate in recommending him to others."

Gail and Chuck Heroux

As of September 5, 2017. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

"We are conservative investors. In spite of that, Andrew Cooper has given us amazing results. We have the utmost confidence in his advice and strategies. He is knowledgeable, honest and we completely trust him."

Ed and Deb Hudson

As of September 19, 2017. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

A Matter of Perspective

View the Cooper Strategic Wealth Advisory Brochure

Click Here

Andrew Cooper