Understanding
We take the time to understand your needs, dreams and aspirations.
Andrew Johnston
Andrew Johnston
Senior Investment Advisor
BA (Hons)
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Phone
Fax
(905) 665-8029
Certificates
BA (Hons)
CIM®
Our Approach
Understanding you
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
Determine Solutions
Our team works together to develop a personal strategy that is designed to help you meet your goals.
Present Solutions
We present your strategy to you for discussion and approval.
Implement Solutions
We work with you to put your strategy into action.
Ongoing Management and Review
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Confirmation
We summarize our understanding of your financial priorities to make sure you're in agreement.