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Investment Advisor
Working together to help you achieve what truly matters to you
209 Dundas Street East 5th Floor Whitby, ON L1N 7H8Map
Andrew provides clients with impeccable service, industry insights, and sound investment counsel. He is tireless in his attention to detail whether it be regarding investment management or the upcoming financial needs of his clients. He is often described as a people person, and he excels at taking a holistic approach to wealth management and planning. He is a graduate of the University of Windsor and has achieved his Chartered Investment Manager Designation. He is also part of The Everest Group's Investment monitoring Committee. Previously he has worked as a Regional Vice President for TD Asset Management working with Investment Advisors across the industry assisting them with their practices and providing valued advice to help them build and grow.
While not at work Andrew lives a very active lifestyle with his girlfriend and 2 dogs (A Golden Doodle named Jasper and an Australian Sheppard named Leia) . He is an avid runner and a true foodie at heart, he loves discovering new restaurants and supporting local businesses.
The Everest Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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