Wise Advisory Group – Insurance Agent, Financial Advisor
Wise Advisory Wealth Management of ACPI – Investment Advisor
Andrea joined the financial services industry in 2010 in a retail sales role with a major Canadian bank. Andrea quickly came to the realization that the ability to deliver value, free of a sales environment, was best met under an independent model. She met with the team at Wise Advisory Group in 2011 and was drawn to their client relationship focus. She progressed through many roles at Wise Advisory Group, becoming securities licensed in 2016 and insurance licensed in 2020. Andrea manages the operation of Wise Advisory Group and has a keen focus on ensuring we deliver on the commitments we make.
Andrea holds a master’s degree in Medical Biophysics from the University of Western Ontario. She lives in Oakville with her husband Jason and their three children Brooke, Carter and Cadence.
Promises Made. Promises Kept. Since 1976.™