As Vice President of sales at CF Canada Financial, Andy leads a high performance team which is responsible for driving sales and revenue growth and developing markets. In addition to his current role, Andy also previously served as Chief Compliance Officer at CF Canada Financial where he brought tremendous value to the operational management of the company.
Andy and his team provide customized financial planning, tax and estate planning and investment advisory services to business owners, families and high net worth individuals. With over 34 years of experience, Andy specializes in developing marketing strategies for financial services and technology companies and is active in providing training and coaching to hundreds of new financial advisors.
A lifelong learner, Andy is fueled by finding new and innovative ways to deliver growth and strong client and business outcomes and his success has been recognized with numerous awards and credentials over the past three decades. Andy holds CFP, CLU, CHS, CPCA, RRC and EPC designations and has qualified as a member of the Million Dollar Round Table multiple times over the past many years. An active member of ADVOCIS, Andy has served on the fellowship committee and as an ADVOCIS liaison.
Andy’s philosophy is centered around developing and training financial advisors to focus on honesty, integrity and professionalism above all else. In his spare time, he enjoys travel, reading, watching professional sports games and jogging.