Andrew Avery, BA (Econ), CFP, CIM, FCSI
B.A. Econ, University of Guelph, Guelph
CERTIFIED FINANCIAL PLANNER® designation
CIM Chartered Investment Manager
FSCI Fellowship of the Canadian Securities
Andrew brings 15 years of experience in the investment and banking industry. He has grown his practice by building solid relationships with his clients based on integrity, sound advice, and personalized service. Andrew focuses on designing, implementing, and monitoring tailored investment plans for his clients.
Andrew holds a B.A. Economics from the University of Guelph and holds designations as Certified Financial Planner, Chartered Investment Manager, and Fellowship of the Canadian Securities. Outside of work, he enjoys spending time with his wife and three children, traveling to their favorite vacation spots and racing.
Client Service Associate
Ambur brings 6 years of experiences in the investment industry as an assistant. Her focus is on administrative matters by handling clients needs professionally and efficiently, while creating and maintaining a great client experience.
Ambur holds a B.A in applied Psychology from the University of Concordia. When not in the office, Ambur is spending time creating adventures, art, and memories with her two children.