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.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.