Financial Advisor | Caldwell Advisory
Investment Advisor | Aviso Wealth

Andrew is a seasoned wealth and estate advisor at Caldwell Wealth and Estate Advisory, bringing over a decade of experience in the financial services industry. He specializes in investment strategies, estate planning, and risk management, helping clients build, protect, and transition their wealth with confidence.

He holds the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Certified Health Insurance Specialist (CHS) designations, reflecting his commitment to professional excellence and the high standards clients rely on when making important financial decisions.

With a particular focus on business owners and individuals navigating retirement transitions, Andrew supports business owners with succession planning, tax efficiency, and long-term continuity, while helping clients plan for retirement with strategies that sustain income, support lifestyle goals, and enable intergenerational wealth transfer. He takes a comprehensive, client-focused approach, developing customized strategies aligned with each client’s unique objectives.

Andrew has deep roots in Eastern Ontario, having grown up north of Belleville and in Kingston. A competitive sailor in his youth, his passion for wind and water sports continues today through kiteboarding and time spent on the lake at his family’s cottage. He lives in Kingston with his wife and twin boys and enjoys golfing, soccer, and exploring new sports. While he jokes about wishing he were a better hockey player, he treasures the time spent developing his skills alongside his sons.

Andrew is an Investment Advisor. See the CIRO Advisor Report.