“Seeing people achieve their goals – that feeling is priceless.”
Andrea is the newest member of the Adamson Wealth Team! She originally joined our team back in 2014 for a few years before accepting a role as Branch Manager with iA Private Wealth (previously HollisWealth.) With a little perseverance we have persuaded her to join us once again!
Andrea has worked in the financial industry for over 25 years, including Dundee Securities Corporation where she was a Vice President of the Retail Fixed Income Trading team. During her time with iA Private Wealth, she worked with several advisory teams throughout Ontario to implement best practices and compliance measures in their businesses.
As a CFA charterholder (Chartered Financial Analyst), she contributes a high level of industry knowledge and experience to our investment and planning process. She is responsible for the maintenance and ongoing monitoring of our model investment portfolios, supporting the preparation and analysis of financial plans, and streamlining our administration and compliance processes.
When Andrea is not at work, you can find her spending time with her family, taking on home improvement projects, or playing with her cat. She is an avid-reader and loves researching new things – making her the perfect person to strengthen our processes so we can continue to provide top-notch client service.
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