Andrea began her career at Assante Wealth Management in 2015 and has spent her time at Assante as a licensed investment advisor. She has gained valuable experience in investments and financial planning by assisting two senior Financial Advisors. Andrea is a graduate of the University of Toronto’s Political Science program and subsequently studied Accounting and Finance at Ryerson University. Andrea became a certified Qualified Associate Financial Planner (QAFP™) in March of 2021. Andrea was licensed with the Mutual Fund Dealers Association since 2017 after completing the required regulatory courses (Canadian Securities Course, Conduct and Practices handbook, Branch Manager’s Course) and is now securities licensed. Andrea is working towards earning the Certified Financial Planner designation. After University, Andrea worked for small businesses, responsible for bookkeeping, web site development and maintenance, client services, payroll administration, sales and marketing and managing staff. Andrea has embarked on her career as a financial advisor, committed to serving clients in the design and implementation of their investment programs. She provides financial advice to clients to help them identify and achieve their financial goals. She is well versed with registered plans (RRSPs, RRIFs, TFSAs, RESPs) as well as tax-efficient investing for open (non-sheltered) investment accounts. Andrea was born and raised in Toronto and enjoys travelling, hiking, watching ballet and spending time with her friends and family.
Published content areas
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Financial Advisor
Evidence-backed planning topics
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Financial Advisor
Andrea began her career at Assante Wealth Management in 2015 and has spent her time at Assante as a licensed investment advisor. She has gained valuable experience in investments and financial planning by assisting two senior Financial Advisors. Andrea is a graduate of the University of Toronto’s Political Science program and subsequently studied Accounting and Finance at Ryerson University. Andrea became a certified Qualified Associate Financial Planner (QAFP™) in March of 2021. Andrea was licensed with the Mutual Fund Dealers Association since 2017 after completing the required regulatory courses (Canadian Securities Course, Conduct and Practices handbook, Branch Manager’s Course) and is now securities licensed. Andrea is working towards earning the Certified Financial Planner designation. After University, Andrea worked for small businesses, responsible for bookkeeping, web site development and maintenance, client services, payroll administration, sales and marketing and managing staff. Andrea has embarked on her career as a financial advisor, committed to serving clients in the design and implementation of their investment programs. She provides financial advice to clients to help them identify and achieve their financial goals. She is well versed with registered plans (RRSPs, RRIFs, TFSAs, RESPs) as well as tax-efficient investing for open (non-sheltered) investment accounts. Andrea was born and raised in Toronto and enjoys travelling, hiking, watching ballet and spending time with her friends and family.
