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 lifelong athlete, Shakim leverages his academic background and personal experiences to drive efficiency and effectiveness in his role as Operations Manager at Strategic Wealth Management.
In this position, Shakim is responsible for streamlining operations and ensuring that all processes run smoothly. His keen attention to detail allows him to identify areas for improvement, while his strong interpersonal skills foster positive relationships among team members and clients alike.
Committed to delivering exceptional service, he works diligently to create a collaborative environment that empowers the team to achieve its goals.
Cheyenne Moshtagh is one of two Executive Assistants at Strategic Wealth Management, bringing a unique blend of expertise in the humanities and digital arts from her education at McMaster University and Sheridan College.
With a strong commitment to excellence, Cheyenne is driven by her passion for making a meaningful impact in her role. She is dedicated to fostering positive relationships and ensuring a supportive environment for both clients and colleagues.
Cheyenne looks forward to contributing to the success of Strategic Wealth Services and enhancing the overall client experience.
Kiana is one of two Executive Assistants at Strategic Wealth Management, bringing over five years of experience to her role. She is dedicated to ensuring that both new and returning clients feel comfortable and valued from their very first interaction with the team.
Kiana’s organizational skills and attention to detail enable her to effectively support the team, guaranteeing smooth operations on a daily basis. With a passion for providing exceptional service, she is committed to creating a positive and inviting atmosphere in the office.
Whether you’re visiting us in person or virtually, Kiana is here to make your experience as seamless as possible.
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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