At Strategic Wealth Management our team's fundamental objective is to be your trusted partner, offering you exceptional peace-of-mind and clarity in all your financial matters.
As the Owner of Strategic Wealth Management, and a Financial Advisor with Monarch Wealth Corporation, Andrea has been offering her clients expert financial advice and guidance to help them achieve their goals for over 20 years.
Andrea has extensive knowledge in the insurance and investment fields, and is dedicated to working closely with each client to create a custom plan that is both practical and achievable.
Andrea's approach is firmly rooted in building meaningful relationships based on trust and transparency. She believes in developing long-term, multi-generational connections with her clients to ensure their financial well-being for years to come.
Through her life experiences, Amanda has come to deeply appreciate the significance of life insurance as a means of providing financial security to individuals, families, and businesses.
As a lifelong learner, she remains committed to her personal and professional development to ensure that she can deliver the best possible customer experience.
Amanda's primary goal is to make a positive impact on the lives of others, and she is excited to work with Strategic Wealth Management to achieve client satisfaction.
As a graduate of York University’s Economics program, and a life-long athlete, Shakim's studies and athletic career has instilled in him values such as teamwork, commitment, time management, and performing under pressure. He now brings all these skills and knowledge to the Strategic Wealth Management team.
As the Executive Assistant, Shakim helps to keep the team organized and on task. His keen attention-to-detail and strong interpersonal skills ensure that you will always receive the highest level of service.
Shakim is in the process of transitioning to a financial advisors' role as he looks to advance his career with Strategic Wealth Management.
Mutual Funds provided through Monarch Wealth Corporation
Strategic Wealth Management Services Inc. is a licensed firm with the FSRA in the province of Ontario, offering a full range of insurance-related products through Financial Horizons Group, a Managing General Agent (MGA)
B-2395 Lakeshore Road West, Oakville Ontario L6L 3E7 Canada
Office: 905-847-4750
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