He began his tax career over 25 years ago at one of the big four accounting firms, where he was involved in public accounting, tax planning, and compliance. Paul works with a wide range of clients, but specializes in providing sophisticated advice to incorporated owner/managers with respect to corporate structuring, compensation strategies, sale and succession planning, estate freezes, and estate planning. His personal interests include outings to parks with his family, soccer, basketball, and watching documentary films.īook your no obligation introductory meeting with Andrew As part of his ongoing commitment to education, Andrew has volunteered as a classroom facilitator for Junior Achievement on multiple occasions.Īndrew is married with two young children. Andrew has volunteered as an item developer and peer reviewer for various courses offered by the Canadian Securities Institute and is a Standard Setting Committee Member for the PFP designation examinations.
He is currently working toward his Trust and Estate Practitioner (TEP) designation.
Andrew has worked with students, young families, high net worth, and ultra high-worth clients and has experience in developing fee-only financial plans with complex corporate, tax, and estate planning considerations.Īndrew has an Honours Bachelor’s Degree from the University of Toronto and his industry related education includes the Certified Financial Planner (CFP), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Fellow of Canadian Securities Institute (FCSI) designations. He has extensive experience in banking, lending, mutual funds, investment sales, and advanced financial planning. He has acted as a Senior Financial Planner for BDO Canada LLP’s Wealth Advisory Services team. She also provides financial planning advice to cancer patients at Wellspring, an organization that offers various support services to cancer patients and their families.īook your no obligation introductory meeting with BrendaĪndrew has been providing financial advice for individuals, families, and corporations for over 10 years, having worked for major banking institutions as well as an accounting firm. In her spare time, Brenda practices yoga daily and will often be found outdoors where she can enjoy her passion for cycling. She is a regular contributor to RetireHappy.ca. She has also been a returning guest on a radio show based in Montreal. She is a Certified Financial Planner (CFP) and also holds a Registered Health Underwriter (RHU) designation with specialized knowledge in living benefits such as disability, critical illness and long-term care insurance.īrenda has been interviewed for articles in publications such as the Globe and Mail and Advisor.ca.
After all, it is much easier to follow advice when you understand it. Whether she is explaining a financial concept to one person or to a room of 100, Brenda’s approach to personal finance is that of education. Brenda also taught the Life Insurance Licensing program at Business Career College and was a Director of Business Development at Freedom 55 Financial. She has worked as a bank branch manager and as a college professor, teaching students about investment products. Brenda has worked for over 20 years in the financial services industry and has extensive experience with retirement planning and expatriate Canadians.
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