Andy Rafelman

Background

About Andy Rafelman

As a Portfolio Manager at Richardson Wealth, I am able to provide my clients with constant, consistent and unbiased investment advice. My Portfolio Manager’s license allows me to manage client assets without having to spend all my time selling the ideas. This means I can always do what is best for the client without delay. My goal is to meet the mutually agreed upon asset mix, return and risk objectives that we have set. I have access to traditional and innovative wealth management solutions, top-ranked research, and superior trade execution—plus the recognized financial strength and expertise that comes from being Canada’s largest independent wealth management firm. Prior to entering the investment industry, I spent 19 years in the manufacturing business, rising to Vice President and General Manager of Noma Inc.(a prominent Canadian public company). My first three years advising private clients were with ScotiaMcLeod. I then moved to First Associates as a Director and Vice President, where I spent three years. I left in 2004 to build up my own advisory business at Wellington West; which was subsequently taken over by National Bank. One year later I joined Macquarie which was then acquired by RichardsonGMP, later Richardson Wealth Ltd. I received my B.Sc from the University of Toronto and my MBA from the University of Western Ontario. Specialties: I hold the FMA (Financial Management Advisor), CIM (Chartered Investment Manager) and FCSI (Fellow of Canadian Securities Institute) designations, which are among the highest attainable certifications in the area of financial planning and investment management. I am also licensed as a Portfolio Manager, allowing me to manage client portfolio's on a discretionary basis.