Andrew Maclean
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Andrew Maclean
Financial Advisor
Senior Administrator
Background

Andrew Maclean is a Financial Advisor & Senior Administrator with IPC Belleville and Lise Allin Insurance Agencies, Inc. He joined the team in the Fall of 2014, becoming an administrator and a life-licensed financial advisor since then. He assists Lise with the servicing of her clients in the estate planning, life insurance, and segregated funds areas of their financial plan, as well as supporting the administrative side of the business with day-to-day trading in client’s investment funds. Andrew is looking forward to building relationships with clients as he works to maximize efficiency in their wealth building programs.

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Education

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.

Technical Competence

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.

Personal

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.

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MAIN OFFICE
One Catherine St
Belleville, Ont K8P 1K8
Phone 1-800-555-5898
E-mail info@liseallininsurance.com
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11 Whitehall Road
Toronto On, M4W 2X8
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Suite 202
Richmond Hill, ON, L4C 0J9
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