A WE² bit about Andrea:
- Are you starting a new business or career?
- Perhaps buying or selling a home?
- Are you going through a divorce and want to know you are making the right decisions when it comes to your financial future?
- Are you questioning your plan for retirement?
- Do your calls or concerns to your financial professional go unanswered?
- Do you have questions about banking services and loans for your business?
- Are you tired of paying high fees and commissions on your investments and not receiving performance?
As a full service Investment Advisor with National Bank Financial, Andrea’s mission is to be the trusted financial advisor to her clients by offering a comprehensive approach. This is achieved by a process built on solid investment management principles and an offering which includes access to specialists in banking, credit, law, taxation, estate planning and insurance when required. As Andrea says, “The financial industry is ever changing; there are cheaper and more efficient ways to access the market than mutual funds or traditional stock and bond portfolios. Education is the only way to inform yourself and make sure you are putting everything on your side to protect your savings.”
Client service and education are at the forefront of my business. My mission is to ensure that each client receives personalized and attentive ongoing service that responds to their needs while making certain that they are making informed decisions at all times.
It has been my experience that women are under-serviced by the financial services industry. I have chosen this career to focus a large part of my business on working with women to connect them with their finances and empower them to take control of their financial future.
If you are questioning the relationship you have with your current advisor or simply have questions about your investments and how you are positioned in the current economy, do not hesitate to contact me for a no-obligation second opinion.
National Bank Financial offers ongoing educational lectures for women-only. Please contact me to R.S.V.P for our upcoming one.
Conseillère en placement
National Bank Financial / Financière Banque Nationale