Entrepreneurship runs in Andy’s family and when the opportunity to help people in their financial lives presented itself to him in 2013, he didn’t hesitate to start his career. Andy graduated from the University of Alberta with a bachelor’s degree in psychology and finance. In addition to this, he obtained his CERTIFIED FINANCIAL PLANNER^® designation as part of his commitment to building strong financial plans for clients. Having grown up in the family restaurant business, he solidified for himself the values of hard work and building relationships.

Andy soon realized that financial literacy is something that is neither taught well enough nor easy to learn. The opportunity to share this knowledge is the motivation for him each day when meeting with clients. He truly believes in empowering people to feel confident in their finances by understanding the tools and strategies. This is especially evident in his planning work with healthcare professionals and their families. 

Family is very important to Andy. This value drives everything that he does. He’s no stranger to the dance competition scene, taxiing his daughter from practice to the stage. He’s also behind the soccer bench, “highly encouraging” his son and the team. And of course, he cannot forget his loving wife of 15+ years. Food and travel is their getaway from everything to just enjoy each other’s company. 

Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful. - Albert Schweitzer

Book with Andy