Andrew is a licensed Life Insurance Broker and Registered Retirement Consultant-RRC® helping Ottawa and Orleans families since 2011. Combining this with his previous career at the Canada Revenue Agency and a Business Diploma from Algonquin College, enables him to help a wide range of individuals, families and businesses. He was born and raised in Orleans where he still lives with his wife and 2 children. Having earned the Registered Retirement Consultant-RRC® designation from the Canadian Institute of Financial Planning he can provide a detailed look at how you plan for retirement, how you use your financial assets during retirement, and how you make financial decisions related to retirement and provide a detailed look at the estate planning process and the many considerations and strategies involved in developing an estate plan.
Andrew is a member of the Independent Financial Brokers of Canada (IFBC). IFBC members are united in the belief that their clients are best served by a professional advisor who has access to a variety of financial products from different suppliers. IFBC members follow a Code of Ethics and Statement of Principles when providing service to their clients. He is also a blogger at OttawaMommyClub.ca and television host of Ottawa Experts - an interactive phone-in show featuring local industry experts on Rogers Cable 22
I am here to help you make the right decisions.
It's about your needs, your goals and your family.
Every action taken is written down and clearly explained.
No hard sell, no games or pressure to buy now.
Helped raise $129,000 for the foundation by donating my services for the silent auction at the 2015 Nightengale Gala.
I was the host of Ottawa Experts - an interactive phone-in show featuring local industry experts on Rogers Cable 22.
Sponsored and provided items for silent auction for their Soriee 2015.
Provided my service for a silent auction hosted by Orange Theory Fitness in South Keys to raise money for the Ottawa Humane Society.
Insurance Business Awards Finalist Life & Health Advisor of the Year
2017 Ottawa Faces Awards voted Ottawa's Favorite Financial Advisor
Sponsored and organized a Pokemon Lure Party in Orleans.
Check out my financial related articles published on Huffington Post website.