Andrew is responsible for opening new accounts, overseeing client asset transfers, and administering cash flows for clients. He prioritizes prompt and accurate execution followed up by clear communication. Andrew brings five years of financial services experience to our Client Services Team in various roles at RBC Royal Bank and then Investors Group, where he gained extensive industry knowledge. In one of his roles as Quality Monitor, Andrew ensured that all client related calls adhered to high standards for the best possible client experience.
Andrew holds a Bachelor of Business Administration from the University of Winnipeg.