After completing an MBA in Finance in 2008, Andrew was recruited to join a Global Capital Markets Program offered by a major investment bank. Through the program, Andrew worked in New York and London, before settling back in Toronto. The major area of focus during Andrew's tenure at the investment bank was Equities.
In 2012, Andrew was awarded the CFA designation. The Chartered Financial Analyst (CFA) charter is an investment credential that, for more than 60 years, has been the global standard for embodying the integrity, dedication, and advanced skills needed to build a stronger, more accountable financial industry. No credential is as widely respected for its focus on current investment expertise and performing in the client's best interest. None is harder to attain. Andrew remains a member of the CFA Society in Toronto.
Also in 2012, with his wife’s support, Andrew left his role at the investment bank and set out on his own to build his wealth management advisory practice. Through years of unwavering dedication and relentless hard work, Andrew has cultivated a reputation for excellence, reflected in client satisfaction scoring. His commitment to delivering personalized, effective financial solutions has not only earned him success but also forged enduring relationships built on trust and reliability.
Andrew and his wife Jaime have two children and they reside in Burlington.