After graduating from Queen's University in 2002, Andrew was fortunate to work for Bob Seagram, an industry veteran of over 30 years, and someone who honed his investing and portfolio management style. Currently in his mid-40s, he has spent 20 years in this business, refining his planning and investment management process to fit the current economic and market environments.
A recent addition to the group, he realized that FWC core processes and values aligned extremely well with his existing business, and that the team structure allowed for better client service and allocation of his time to planning and investment management.
Andrew is a Portfolio Manager and Financial Planner, holder of the Chartered Investment Manager and Personal Financial Planner designations and has been a Fellow of the Canadian Securities Institute for more than a decade. He enjoys his off-hours with his wife Jennifer, and daughters, Emily (12) and Aubrey (9), sailing in the summer months, and skiing in the winter.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
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