Andrew Sipes, BA Economics, CLU, CFP®
Vice President, Estate and Insurance Advisor
Andrew Sipes loves the insurance business. But it’s not the products themselves that he loves. It's the opportunity to learn about his clients, their spouses, kids, and their lives as a whole – and how insurance can help them reach their most cherished goals.
Focusing on business owners and the affluent client market, Andrew’s primary goals are to reduce the impact of corporate and personal taxes on his clients’ wealth and increase their net worth during their lifetimes and in the estate. He achieves this through implementing a variety of strategies and concepts, as well as collaborating with financial consultants and tax specialists within BMO.
An estate planner since 1993, Andrew lives in Toronto with his wife and daughter. An amateur boxer until 1992, he was the Ontario middleweight champion. Now he hits a squash ball.