BMO Nesbitt Burns
16775 Yonge St
Andrew Helfrich, CFA®, PFP®, BComm (Hons)
Andrew Helfrich entered the financial industry and BMO in 2010, and joined our team in 2021 after building a strong reputation on the institutional side of the business. In his previous roles in BMO Nesbitt Burns investment research, Andrew advised 1,000 advisors across the country on ETFs, mutual funds and Responsible Investing (also known as environment social and corporate governance/ESG) to align clients’ personal values with their investment dollars. He now serves clients primarily in the Aurora and Newmarket area.
Having previously advised clients directly, Andrew missed the fun, fascination and personal rewards of being part of people’s lives and helping them achieve their goals. As part of our group, he enjoys both client interaction and number crunching. Together with David and Annette, Andrew contributes to our investment research and ideas, portfolio construction, business development, and wealth planning.
Andrew holds the Chartered Financial Analyst (CFA®) designation, which is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis. It is often considered the gold standard in financial analysis. He also earned an Honours Bachelor of Commerce in Finance from McMaster University and the Personal Financial Planner (PFP®) designation.
Andrew is also a former entrepreneur. With a friend, he founded and operated The Lansdowne Cone, a growing gourmet ice cream parlour in Toronto from 2011 to 2016 that accommodates regular and specialized diets with indulgent, small-batch frozen treats. He sold the business to a friend and it is still serving ice cream to happy customers today.
Andrew lives in Aurora and enjoys the balanced pace of life, and the chance to be closer to family. He and his wife are expecting a baby girl in November 2021. They enjoy walking and hiking with their energetic Golden Doodle on local trails and spending time with friends and family. Andrew is also an avid golfer who enjoys playing hockey and softball.