Andrea began her career in Finance in 1995 managing portfolios for institutional clients at Lopresti, Gabbay & Associates. Prior to joining CC&L Private Capital, Andrea held the position of Vice-President at Fiera Capital Corporation. Previously she was a Vice-President and Portfolio Manager at C.F.G. Heward Investment Management Ltd., where she managed private client and institutional portfolios and was a member of the Global Investment Policy Committee.
Andrea strives to help individuals, families, and institutions reach their long-term financial goals. She understands the importance of tailored investment solutions to meet her clients’ unique situations, and her knowledge spans a wide range of asset classes, from traditional to alternatives, including Real Estate, Infrastructure, Private Loans, Private Equity, and Hedge Strategies.
Andrea is known in her circle as a super connector and she values human relationships, integrity, and reciprocity. She is known for facilitating introductions that can help founders’ companies reach their full potential. She is dedicated to developing strong trust-based, working relationships and providing the highest level of personalized service.
A CFA Charterholder, Andrea is also an alumnus of Concordia University in Montreal where she graduated with a BComm in Finance while working at Fonorola, Matrox, and SNC Lavalin and completing her degree. Andrea later returned to Concordia as a course creator and lecturer at the Goodman Institute of Investment Management as part of its MBA/CFA program. One of her great passions continues to be mentoring the next generation of financial professionals at a number of business schools.
Her community service has included investment advice on foundation boards, as well as fundraising and volunteering with various not-for-profit organizations.