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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 Professional Financial Planning (PFP) designation in addition to obtaining the Fellowship of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations. Andrew is also licensed as a life insurance Advisor with TD Wealth Insurance Services.
Andrew leads an active lifestyle, having recently completed the Whistler Ironman and spends his free time with family traveling, and enjoying all that the Okanagan has to offer.
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.
Toll Free: (800) 414-2224
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.