Office Manager

Andrew RoeskeQAFP

While Andrew is currently studying for both his Certified Financial Planner and his Chartered Investment Manager designation, he brings a sound knowledge and background to the firm. Having grown up with both parents in the financial field, wealth management is inherent and Andrew will often say he is working in his "dream job". 

Once Andrew graduated from St. Matthew High School earning his business certificate, he went on to become an Alumni of Algonquin College after finishing his Advanced Diploma in Business Administration- Finance.  In 2018 he earned his Investment Funds in Canada and his Canadian Securities Course certificates.

Andrew’s extensive community involvement is a true testament to his character. Having volunteered over 3000 hours doing various charitable work such as; assisting retirement communities, organizing and delivering donated food to shelters, fundraising for local charities, and deterring and mentoring youth at risk. He has a strong desire to do what he can to have a lasting positive impact on his clients and the community as a whole.

When he’s not working or studying, Andrew enjoys an athletic lifestyle and is an avid historian of world conflicts and the Roman Empire. He believes that if you can understand the significance of the past, and how it relates to the present, you can plan better for the future.  


“A man may plant a tree for a number of reasons. Perhaps he likes trees. Perhaps he wants shelter. Or perhaps he knows that someday he may need the firewood.” 
― Joanne Harris