Andrew Ehgoetz, BA (Econ), CFP®

Senior Financial Advisor

With a focus on Financial Planning and Risk Management, Andrew believes that a detailed personal financial plan is the building blocks for all of the clients he works with. Areas of specialization include retirement and estate planning, farm and business owner succession, and working directly with family finances.

 

Born and raised in Stratford, Andrew has been in the financial services industry since 2006. As a graduate of Wilfrid Laurier University in Waterloo with an emphasis on Economics, Andrew continued to increase his knowledge through various industry courses focusing on Investment and Financial Planning. In the summer of 2010, Andrew completed his Certified Financial Planner (CFP) designation and he has continued to be a proponent of continuing education since.


Outside of the office, Andrew enjoys spending time with his wife Kaye, and three children - Lily, Archer and Blake. He is often found at the hockey arena or sports field coaching or playing and also enjoys his time working on their farm and being outdoors with the family's two dogs.