CPA, CA, CFA
Andrew acts as a Personal CFO (Chief Financial Officer) for various wealthy Canadians. He works with their investment, legal, tax and insurance professionals to co-ordinate the maximization of their financial opportunities today, while minimizing taxes on an ongoing basis.
Andrew is focused on wealth accumulation and preservation for high net worth families and entrepreneurs, and ensuring the legacy of their dreams.
Andrew is a graduate of Upper Canada College and Queen's University and has earned the prestigious Chartered Accountant (CA) and Chartered Financial Analyst (CFA) designations. Prior to founding the firm, he worked for PricewaterhouseCoopers in Toronto and London, England. Andrew has a particular specialty working with his fellow Accountants, as well as with Private Equity entrepreneurs.
Andrew currently sits on the Advisory Board of Ridley Windows and Doors and is a member and past President of the Estate Planning Council of Toronto. He has previously sat on numerous other Boards, including the National Board of ADVOCIS.
Andrew actively supports charities in the Greater Toronto Area both directly and through the Guilfoyle Financial Foundation. He has a special passion for Toronto's Hospital for Sick Children. Andrew enjoys a variety of sports and travelling. His most treasured moments are spent with his wife Cheryl and sons Jack, Charlie and William.