For over 20 years, Andrea has been delivering advice to clients, helping them plan for their short-term needs and long-term goals. She is a very well-organized individual who can keep multiple priorities in mind while aiming for the best outcome for her clients. Her keen attention to detail allows her to recognize areas where her clients need help and advise them on the changes necessary to ensure their financial future. She is 100% committed to her clients' economic well-being and closely monitors financial market trends to help her clients take action when necessary.
Andrea started her career with Canada Life and moved into Freedom 55 before leaving to partner the development of Imperial Wealth Management. She has now taken all the knowledge and skills that she has acquired over the years and invested them in Strategic Wealth Management. She will continue to help and advise those who have entrusted her with their financial futures.
As a Wealth Advisor with Strategic Wealth Management, I provide a high-level personalized service for my clients. I work with a talented group of partners and have complete access to their expertise and resources.
My role is to create a fully integrated and comprehensive plan for my clients. So I can be as effective as possible; your plan has to be personalized to your needs and flexible enough to change with you throughout your life stages. At the heart of Strategic Wealth Management is the opportunity to establish a relationship with a Wealth Advisor dedicated to designing a plan that’s right for you. Working together, we will develop a plan that encompasses all aspects of your financial situation to help you achieve your goals.
I'm a recent graduate of York University’s Economics program, and a life-long athlete. My studies and athletic career have instilled in me values such as teamwork, commitment, time management, and performing under pressure. I now bring all these skills and knowledge to my Strategic Wealth Management team.
As the Executive Assistant, I help to keep our team organized and on task. My keen attention-to-detail and strong interpersonal skills ensure that you will always receive the highest level of service. I look forward to working with my team to help you achieve your financial goals.
Mutual Funds provided through Monarch Wealth Corporation