Associate Advisor

Andrew RoeskeCFP® CIM®

Andrew currently holds his CERTIFIED FINANCIAL PLANNER® and Chartered Investment Manager (CIM®) designations. He brings a sounds knowledge and background to the firm. Having grown up around Turn Key Wealth Management and the industry, Andrew will often say he is working in his “dream job”.

Andrew graduated from Algonquin College having finished his Advanced Diploma in Business Administration- Finance. He then went on to earn his QAFP in 2020, having received his CERTIFIED FINANCIAL PLANNER® designation in 2022, then he went on to finish his Chartered Investment Manager (CIM®) designation in 2023.

Andrew believes in objectives/goals based investing, by structuring a plan around his client’s goals for the future allows him to build a portfolio of recommendations to help his client’s reach their goals while minimizing their downside risk. Understanding financial markets and tools to use can be complicated to many, this is why Andrew believes in relaying his client’s financial plans, situations, and investments in easy to understand language to ensure all client’s know what their plan is and how they will get there.

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 young at risk youth. 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. He currently sits as the Treasurer on the Board of Directors for the John Howard Society of Ottawa, co-chair of the CEC Committee for the Fresh Start Coalition, and he is an active member of the CAEFS (Canadian Association of Elisabeth Fry Society’s) Transformational Systems Change Committee.

When he’s not working, Andrew enjoys an athletic lifestyle often playing golf in the summer and walking his dog. He is an avid historian of world conflicts and the history. 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