- Bachelor of Arts (Economics) – UVIC 1998
- Life Insurance Level 1 (2000) & Level 2 (2001), licensed in BC
- 20+ yrs of Wealth Management & Insurance planning
- Member of Chamber of Commerce – Kelowna
- Member of Uptown Rutland Business Association
- Member of the Rotary Club of Kelowna (Downtown, 2005-2013)
For over 2 decades, my goal is to assist clients with their financial security needs and retirement planning. Together with you, we can strategize the solutions to ensure your lifestyle and goals are achieved.
I graduated from the University of Victoria with a B.A. in Economics and have been a financial advisor since 2000.
I am committed to furthering my education and am currently studying for my Professional Financial Advisor (PFA) designation. I have completed the Canadian Securities Course, as well as taking courses required to sell life insurance (Life Insurance Levels 1 and 2).
I believe in being an active member in the community a. I have been a coach for several different teams, as well as member of the Rotary Club of Kelowna for several years.
Andrew joined Mountain Planning Group in the fall of 2021. The client-focused culture of MPG resonated with his own personal beliefs towards helping others. Andrew works with each individual client to create comprehensive financial solutions to suit their needs.
Andrew originally comes from a construction background, where he operated a business in the oil and gas sector for many years. Andrew has long considered himself a student of the markets as he has managed his investment portfolio from a young age. This passion for the stock market led to Andrew leaving construction behind and pursuing a Bachelor of Business Administration from Okanagan College. He has since earned a BBA with a major in finance. He is now focused on obtaining the Certified Financial Planner designation this year and intends to pursue a CMT designation in the future. Andrew believes that education is the best investment and feels one should never stop learning.
When not at the office, Andrew enjoys spending time with his wife and two young boys and getting out to enjoy the many great golf courses in the Okanagan.
– Kris & Erika K.
“We had met with other financial planners and were having a difficult time finding someone who we felt would
listen to us and look out for us. We found that with Jeremy. He gives us personalized attention.
He knows us and our goals and we now feel more confident about our finances.”