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.

Harish is a seasoned Financial Planner with over three decades of experience in financial services, both internationally and in Canada.
With a strong foundation in accounting, Harish spent 15 years in India building deep expertise in financial management before moving to Canada, where he launched a successful second chapter of his career. For the past 18 years, he has worked with one of Canada’s largest financial institutions, helping individuals and families take control of their financial futures.
Harish is passionate about guiding clients through every stage of their financial journey. He takes the time to truly understand each person’s unique goals—whether it’s planning for retirement, buying a home, or building generational wealth—and develops personalized, time-tested strategies to achieve them. His approach is rooted in trust, transparency, and long-term vision. For Harish, financial planning is about more than numbers—it's about people, priorities, and peace of mind.

Suri brings a thoughtful and disciplined approach to financial guidance, combining her HLLQP certification with a strong commitment to helping clients make confident, informed decisions.
She is dedicated to helping clients protect their families and grow their wealth through tailored insurance solutions and segregated fund strategies. With a focus on long-term planning, Suri works closely with individuals and business owners to provide protection, investment growth, and peace of mind.
A strong advocate for continuous learning, Suri is deeply committed to professional development, continuously enhancing her knowledge so she can offer fresh insights and relevant guidance in an evolving financial landscape.
As part of Strategic Wealth Management, she is dedicated to strengthening client relationships and delivering meaningful results through honest advice and thoughtful planning.

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.
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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