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We offer wealth and investment management solutions to a select group of personal and institutional clients.
Our team and TD specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. Our team specializes in working with clients who understand the value of tailored service and advice.
Through a highly integrated and comprehensive wealth management approach, we work to address your primary focus areas:
Andrea has a tremendous wealth of experience in investment management and complex financial planning. She holds a Bachelor of Administration Degree (B. Admin) as well as the Chartered Professional Accountant (CPA), Chartered Accountant (CA), and Certified Financial Planner (CFP®) designations.
Andrea brings professionalism, knowledge and deep insights that come with over 25 years of working with her clients. Andrea has a strong work ethic and is committed to providing trusted financial advice and service to help her clients achieve their financial goals. This commitment will help our new team to continue to strive to provide an exceptionally high level of advice and service.
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Branch Office: (807) 346-1300
Branch Fax: (807) 346-1310
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