Andrew McFarlane

Background

About Andrew McFarlane

Backed by 30 years of experience in the financial services industry, Andrew remains committed to helping clients solve financial challenges and achieve their goals. In his current role, Andrew’s expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs. He is committed to building strong relationships with clients, offering them personalized strategies and solutions for investment advice/management, and retirement, estate, education and insurance planning. Clients and colleagues alike appreciate Andrew’s depth of knowledge, clear communication style, warm demeanor, and capacity for empathy. A big believer in lifelong learning, Andrew holds a Business Administration, Accounting and Finance, certificate from Algonquin College. He has also earned the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. Away from work, Andrew enjoys spending time with his wife, Lynda, their three children and granddaughter. A classic car enthusiast, Andrew is a member of the Capital Corvette Club and owns a 2002 Corvette. Passionate about giving back to his community, Andrew is a member of the Russell Lions Club.