Education:
BA, McGill, Montreal, Canada
Languages Spoken:
English
Specialties:
Comprehensive wealth management
Investment, retirement, estate planning
Inter-generational wealth transfer
Tax minimization strategies
Charitable giving
Discretionary Fee Based Programs
Insurance services*
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Andrew caters to the unique needs of active and retired business owners and executives and their companies. He also specialized in working with foundations and organizations in the not-for-profit sector. Andrew enjoys using the extensive resources available to him to assist his clients with all of their wealth, estate, and insurance needs.
Andrew was born and raised in Vancouver and brings over 10 years of financial service industry experience to his role. He chose to work for BMO Nesbitt Burns because of the firm's long history and excellent reputation. Andrew is a graduate of McGill University and has completed numerous industry related courses. He is a member of the Wealth Action Council, a dedicated team of wealth management professionals that service customers in the Vancouver Main Office Branch of BMO Bank of Montreal.
Please browse the Commentary page to learn more about Andrew's investment philosophy and what to expect as a customer.
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
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