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 3 boys. 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.
My primary goal is to simplify your financial life. I combine investment management and holistic planning to provide total wealth management for my clients. Together, we’ll piece together a financial picture and investment strategy to meet your goals, and give you greater confidence in your future. From budgeting to advanced retirement projections, and everything in-between, we’ll piece together a financial plan that evolves with your ever-changing needs.
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
2019 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.