CIMA, CFP, CIM, FMA, B.Comm.
Senior Associate Wealth Advisor
As a Senior Associate Wealth Advisor and member of the Wealth Strategy Group, Andy has 16 years of investment and financial planning experience. He is instrumental in implementing and monitoring client wealth management solutions in accordance with clients’ financial plans and investment policies. Andy’s responsibilities also include meeting with private and institutional clients for regular portfolio reviews.
Connect with Andy
As co-lead with Marvin on investment strategy and investment manager due diligence, Andy’s exceptional research and analytical skills are key as it relates to all investment solutions at The Schmidt Investment Group. One of Andy’s core responsibilities involves travelling internationally conducting due diligence meetings with various investment managers. He also oversees all internal personal and corporate tax information provided by The Schmidt Investment Group.
Designations & Degrees
Andy attended The Wharton Business School at the University of Pennsylvania where he earned his Certified Investment Management Analyst (CIMA) designation, one of the highest designations that can be attained by an investment consultant who assists high net worth private clients and institutions. He attained the Certified Financial Planner (CFP) designation in 2009 where he ranked 1st across Canada on the Financial Planners Standards Council (FPSC) President’s List for the June 2009 examination. The CFP certification is considered the standard for the financial planning profession worldwide and attests that designation holders have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession as enforced by the FP Canada Standards Council, of which Andy is a member. Andy received his Bachelor of Commerce degree from the University of Alberta and also holds the Financial Management Advisor (FMA) designation.
Industry Recognized Designations
- CIMA - Certified Investment Management Analyst
- CFP - Certified Financial Planner
- CIM - Chartered Investment Management
- FMA - Financial Management Advisor
- The Wharton School of Business – University of Pennsylvania
- Bachelor of Commerce – University of Alberta
Married with a young family, Andy likes being outdoors and active in the fresh mountain air in Alberta. He really enjoys riding his bike and skiing. He is also an avid reader and has a continuous thirst for filling his intellectual curiosity.