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Andrea Andersen, Financial Advisor

FINANCIAL ADVISOR
Andrea Andersen

CFP®
1720 46th St NW, Calgary, AB T3B 1B2opens in a new window
CallSend Me a Message

Focus Areas

  • Intergenerational planning
  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Divorce finances
  • Education savings strategies

About Andrea

For my master's degree, I wrote a novel about resilience. It explored the topic from all angles necessary to satisfy academia but was presented through storytelling. It was the first novel accepted in Canada as actual research by the academic world. The study of resilience is the study of happy people. What I learned with that project has guided the work that I do with all our clients.

Resiliency requires a support system and a positive attitude. That's what Karley and Tracey, our branch office administrators, and I do. We provide the service and support that helps make your life...

Work History

  • Edward JonesSeptember 2006 to Current

Education

  • University of British ColumbiaMaster of Arts
  • University of British ColumbiaBachelor of Music

Personal Interests

  • Spending Time with Family
  • Music
  • Golfing
  • Volunteering
  • Yoga

Team Members

  • Karley Kinsella
    Branch Office Administrator
  • Tracey Nevatte
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(403) 375-0766

Fax

(877) 335-8812

Office Address

1720 46th St NW
Calgary, AB T3B 1B2opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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