Andrew Maclean completed his BBA in Accounting from Andrews University in Michigan. He has lived in both Canada and the US, and holds dual-citizenship. He is particularly interested financial literacy, and enjoys coaching clients and their children to smart money habits. He continues to take post-secondary courses online in accounting for further his knowledge and abilities.

Andrew is very much a product of the 21st Century when it comes to technology and efficiency. He continues to push our company, staff, advisors, planners, dealers, administrators, and supplier companies to adopt paperless transaction processes. He’s always in touch with his clients and his support team through phone, text, and email, and can be reached there to help with your needs. He’s the go to person for questions on your online portfolio, as well as any technical assistance you require as pertains to your financial plan. Through computer, smartphone, and tablet, Andrew is there for you.

Andrew is a fitness enthusiast, and enjoys cycling, kayaking, and jogging. He is also a certified scuba diver. He’s a volunteer for the Canadian Coast Guard Auxiliary, and regularly participates in the search & rescue activities of Quinte Search & Rescue, the local unit. Andrew is an aviation, rail, and marine enthusiast and enjoys the transportation industry in general.