Andrew is a seasoned wealth and estate advisor at Caldwell Wealth and Estate Advisory, having worked in the financial services industry since 2011. With a deep understanding of investment strategies, estate planning, and risk management, Andrew is dedicated to helping clients achieve their financial goals and protect their legacies.
Andrew brings a comprehensive approach to wealth management, considering all aspects of a client’s financial picture to develop a customized plan that aligns with their unique needs and objectives. Whether clients are looking to build their wealth, manage their assets, or create a legacy for future generations, Andrew has the expertise and resources to help them achieve their goals.
Prior to joining Caldwell Wealth and Estate Advisory in 2020, Andrew worked at Freedom 55 Financial where he honed his skills in investment management and financial planning. Andrew is currently working on his CLU and CFP and is committed to staying up-to-date on industry trends and best practices to provide clients with the highest level of service.
In his free time, Andrew enjoys golf, volleyball, soccer and sailing, and is an active member of the volleyball community. He resides in Kingston with his wife, twin boys and dog. Andrew is committed to making a positive impact in the lives of his clients and community.
Andrew is an Investment Advisor. See the IIROC Advisor Report.