Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Andrew is an Associate Advisor with WLWP Wealth Planners | iA Private Wealth. Prior to joining WLWP, he worked for a large discretionary wealth management team where he was responsible for financial planning, investment research & discretionary portfolio modelling. His extensive experience has allowed him to learn about wealth management from multiple perspectives using that knowledge to impart meaningful, long-lasting advice to clients. He enjoys educating clients so that seemingly complex or new topics are easy-to-understand and leave them feeling empowered to make decisions.
Andrew, a McMaster University alum, received a Bachelor of Arts with Honors in Economics and a double minor in Finance and Mathematics. He also completed a Master of Finance at Queen’s Smith School of Business. He’s committed to continuing education to better serve and educate clients. Over the years, he’s attained the Chartered Financial Analyst, Certified Financial Planner and Charted Investment Manager designations.
His wife and two daughters are at the core of everything he does — aside from spending quality time with family & friends, he enjoys challenging himself to learn new things, playing a round of golf and is a big sports enthusiast.
You can expect financial education straight to your inbox, plus invites to exclusive events & webinars.
