Who We Are

Andrew has been working with clients in the investment industry since 1993, all of which have been at BMO Nesbitt Burns and its predecessor firm.

Andrew graduated from the University of Western Ontario with a Bachelor's degree in Financial and Economic Studies, and he is accredited as a Canadian Investment Manager (CIM) and is a Fellow of the Canadian Securities Institute (FCSI).

He is responsible for asset allocation decisions, investment selection, as well as monitoring and reviewing client portfolios.

As a Portfolio Manager Andrew is able to manage portfolios on a discretionary basis. Andrew has also completed numerous industry courses including the Professional Financial Planning Course and he is able to offer option trading to his clients. He is a Certified International Wealth Manager (CIWM) and is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.

Andrew is a past co-chair of the Canadian Opera Company Fine Wine Auction. Outside the office, he enjoys spending time with his wife and two young children, playing recreational hockey, and is a self-described foodie.

Allen is a Halifax native who holds a Bachelor's degree in Business Administration from St. Francis Xavier University in Nova Scotia and is also a CFA Charterholder. He has worked in the investment industry since January of 2011 and joined Andrew's team in June of 2011.

Allen is responsible for day to day client services, any administrative matters, creating and presenting financial plans, and is available to execute trades for clients.

In his spare time he enjoys spending time with his wife and 2 children, playing baseball, basketball, and also cycling.