Our Team
Working For You.

Andrew Cattanach BBA

Independent Investment Advisor

About Andrew

Andrew has been a resident of Williamstown, Ontario his entire life. He enjoys the close ties that a small community offers, only leaving to complete his Bachelor of Business Administration at Bishop’s University.

With almost 5 years in the Restaurant industry, Andrew decided to pursue a career in the financial services industry. He has currently completed his Mutual Fund course and his Life License and is working towards completing his CFP designation.

During his spare time, Andrew is actively involved in his community as well as the surrounding area. His passion for helping people will prove to be a valuable asset to all his clients. 

It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Our Clients

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See what our clients have been saying about us and how we've successfully helped them reach their goals.

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Together, we'll put the right plan in place and get the process started to helping you reach your goals.

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