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.
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.
As someone who has spent over two decades working with vulnerable individuals in various capacities, including recreational therapy and the service industry, I am thrilled to bring my integrity, passion, and personal touch to the role of Insurance Advisor. By balancing my professional enthusiasm and work ethic with quality time spent with my family, I am able to find complete fulfillment in my career while staying true to my personal values.
Over the years, my experiences have given me a deep appreciation for the importance of life insurance and its ability to provide financial security to individuals, families, and businesses. I am committed to continuing my lifelong learning and professional development to ensure that I provide the very best customer experience possible. I take great pride in enriching the lives of others and look forward to working collaboratively with Strategic Wealth Management to deliver exceptional client satisfaction.
I am always eager to learn and grow as a professional. I am confident that my dedication, life experience, and commitment to excellence make me an ideal candidate for the role of Insurance Advisor.
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)