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Toll Free: 1-888-326-7777
4954 Richard Rd. SW
Portfolio Manager, Vice President
Tel: (403) 296-1247
Fax (403) 296-2799
|Andrew McManus, CIM, FCSI, PFP
"It’s not just about money……..it’s about peace of mind, choice and independence”
Andrew holds his Personal Financial Planner (PFP) designation, Chartered Investment Manager (CIM), and is a Fellow of the Canadian Securities Institute (FCSI). Along with providing insurance services, Andrew also incorporates detailed option strategies for clients. Andrew earned a BA in Economics and is a Portfolio Manager.
Andrew started in the Industry in 1992 with one of Canada’s largest banks. In 1996 Andrew joined with Alison Keene at BMO Nesbitt Burns to become a member of Keene and Associates. He now skillfully serves investors through Keene/McManus/McIntosh Wealth Advisory Group, with offices in both Olds and Calgary, and holds fast to his reputation of keeping pace with the rapid changes in market trends.
He is known for his visionary ability and madcap sense of humour, but Andrew will just tell you he is an investment strategist with a flair for zeroing in on detail. This is a winning combination that clients appreciate when it comes to developing action-based solutions to their financial plan.
"I am fortunate to go to work every day helping my clients meet their goals and putting together a financial plan that makes those goals attainable. To do that, I have to ask my clients, what is important to you? Where and when does life become filled with meaning and excitement? For many clients this is a tough question. It can be difficult to pinpoint when they are in the middle of their careers, juggling kids, college and their own aging parents. Our practice is centered around knowing what is important to you, how you feel fulfilled and determining if what you are doing is adding value to your life and the others in your life who are closest to you. I try to get clients to focus on the entire process of wealth creation and offer reassurance during tough times. We need our clients to know we’re in it for the long term.”
Andrew’s background runs deep with former wealth management and leadership experience at one of Canada’s leading national banks. Andrew has held key positions at the Olds Chamber of Commerce, including President, Vice President and Treasurer and served with the Olds Rotary Club and Rotary’s International Polio Fund.