With more than 10 years in the financial industry, Andrea has extensive knowledge of industry practices and standards, having previously worked in Wealth Management at a major bank owned dealer firm where she was responsible for compliance and regulatory initiatives supporting branches across Canada.
As part of the Dalrymple Wealth branch management team, Andrea is the primary point of contact for client requests and she leads the client service team responsible for the general administration of client accounts including documentation and reporting, trade execution and settlements, and compliance. She also provides portfolio administrative support to the branch portfolio managers, helping to ensure client financial goals are achieved. She has strong client service and operational experience and is committed to the highest level of client service.
She is a graduate of the University of Toronto where she earned a Bachelor of Arts degree in Economics and Sociology.
On a personal level, Andrea enjoys spending time with her husband Mike and two young sons Lucas and Daniel. When she’s not working or on mom duty, she likes to stay fit and is also very much involved with charity work, helping to raise funds for SickKids hospital.