Andy is a Wealth Service Coordinator at Alitis.
Andy began his career with Alitis in 2024 as a Client Service Administrator, where he developed in-depth knowledge of internal processes, compliance procedures, and client servicing standards. This foundational experience equipped him with a strong understanding of operational efficiency and regulatory requirements within the investment industry. He now serves as a Wealth Service Coordinator, where he effectively manages and nurtures client relationships, ensuring a high standard of service and communication.
He is also a member of the Investment Committee, where he acts as an Equity Analyst and assists with monitoring, due diligence, and research for the Growth and Dividend Growth pools.
Andy holds a B.Sc. in Economics from the University of Victoria, where he developed a strong interest in investing and financial markets. In August 2025, Andy passed Level II of the CFA Program, a globally recognized designation known for its rigor in financial analysis, valuation methodologies, and portfolio management. The program’s strong emphasis on ethics and disciplined investment decision-making reflects his commitment to professional excellence. He is dedicated to continually strengthening his knowledge base and expanding his skill set to stay at the forefront of evolving financial markets.
Originally from Campbell River, Andy moved back home after spending time away playing junior hockey and attending university. In his free time, Andy enjoys staying active—whether at the gym, playing hockey, or golfing—and values spending quality time with family and friends.
