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Andrew L'Orsa, Financial Advisor

Focus Areas

  • Wealth protection strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Business owner considerations
  • Sustainable Investing

About Andrew

Having trust and confidence in your financial professionals cannot be overstated, and now more than ever, you have the opportunity to build a professional team that will help you plan for the future. If the financial strategy provided to you has been to buy and hold mutual funds for the "long-term" then it might be time to consider a change.

My goal is to create relationships that are built upon trust and confidence by ensuring I understand the personal situation and goals of a client. I take a holistic approach to encompass not only investment goals, but also retirement and...

Work History

  • Edward JonesMay 2022 to Current

Education

  • University of British ColumbiaBachelor of Arts

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Office Information

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My priorities

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Setting your path

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

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