Andrea is an experienced advisor on the transfer and protection of wealth and business succession. Prior to joining Scotia Wealth Management, Andrea assisted a variety of large and mid-sized family enterprises in Saskatchewan and Alberta. As a Tax practitioner in public practice she has guided clients through tax effective structuring, corporate and partnership restructuring, and estate planning issues. She has served clients in many industries, including construction, agricultural, automotive / farm implement dealerships and medical professional industries.
Andrea is a Chartered Professional Accountant (CPA, CA) and holds a Masters of Professional Accounting degree. Her educational background includes the completion of the Canadian Professional Accountants of Canada’s In-Depth Tax Course (Level I, II, and III), Advanced Tax Issues for the Owner Manager and Corporate Reorganizations. She has been a member of the Canadian Tax Foundation since 2002.
Business and family advisory services are provided by Scotia Capital Inc.