Welcome to our February Member Spotlight! Each month we will highlight and promote one Planned Giving Council member to our online audiences. If you are interested in being featured, please send us an email.
Andrew is a Wealth Management Consultant with National Bank Financial. He joined the Financial Services Industry in 2001 and in 2003 became a Wealth Management Consultant with Wellington West Capital Inc. (now National Bank Financial). Andrew is an active member in the Barrie community where he serves as the Chair of the Planned Giving Council of Simcoe County, Co-Chair of Club Red at Gilda’s Club Simcoe Muskoka and a board member for the YMCA of Simcoe Muskoka.
You can find out more about Andrew or contact him through:
Q1: What is your profession?
I am a Wealth Management Consultant.
Q2: What made you choose your career path?
I have a passion to help others and solve problems and have always been fascinated by financial markets.
Q3: What do you find most rewarding about your job?
I love when I get to tell clients that they can retire. The sense of relief mixed with excitement that they feel is an amazing thing to witness.
Q4: Tell us about your favourite planned giving moment.
We were recently able to fulfill a clients final wishes where her entire estate was distributed to her 5 favourite charities. Making those phone calls and delivering the cheques was a wonderful experience. My only regret was that she was no longer with us to witness the difference she was making.
Q5: Do you have a favourite charity? If so what is it about them that you love the most?
I suport a number charities in Simcoe County, which makes it hard to name a “favourite”. I feel that so much good work is done by so many people in our community. I hope to find ways to help support as many of them as I can.