Andrew has been with TD Bank Group since 2000 in roles ranging from Senior Management to Investment Advice spanning from Vancouver to Toronto. His extensive experience and knowledge of the services and resources available to high net worth clients has proven to be a valuable resource in structuring comprehensive financial and investment solutions. Working closely with clients and their other trusted advisors, Andrew seeks to find practical solutions tailored specifically to each client’s needs. Well respected for his straightforward approach and honest advice, Andrew thinks long-term and acts accordingly.
As a licensed Portfolio Manager, Andrew is able to offer discretionary investment management services as well as traditional non-discretionary investment advice. Andrew is a graduate of the University of British Columbia, holding a Bachelor of Commerce, Finance Degree and graduated as an Academic All Canadian playing NAIA baseball for UBC. He has completed the Canadian Securities Course and the Professional Financial Planning Course, in addition to obtaining the Fellow of the Canadian Securities Institute (FCSI) and the Certified International Wealth Manager (CIWM) designations. Andrew is also licensed as a life insurance Advisor with TD Wealth Insurance Services. In his free time, Andrew leads an active lifestyle, having recently completed the Whistler Ironman and spends his free time traveling, and enjoying all that the Okanagan has to offer with his young son.
Andrew is a part of CMB Wealth Management – a team of like-minded financial professionals who communicate clearly, think strategically and act decisively. They have varied backgrounds in law, banking and professional sport, so each team member brings a unique perspective and different experience to your shared endeavor: helping you reach your goals. The team believes that effective wealth strategies are built on a foundation of trust, knowledge and experience. They all appreciate the time and hard work that has gone into creating your wealth and they know how important strong, proactive financial leadership is in ensuring that you continue to reach your goals – particularly as your wealth landscape becomes more complex.
CMB Wealth Management 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.