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. 

Contact Andrew

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

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James

Contact us to

Start
today

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

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