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Andy Montgomery, CFP, CIMA
Senior Wealth Advisor |
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Phone
Fax
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(905) 337-6332
(905) 337-6335 |
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Toll Free
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1-800-667-2804 |
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Email
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andy_montgomery@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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Andy joined ScotiaMcLeod in 1998 at the head office branch in
Toronto and has spent three years as a member of the Firm's
executive council. A graduate of the University of Guelph, he obtained
the Certified Financial Planners (CFP) designation and Certified
Investment Management Analyst (CIMA) designation through the
Wharton School of Business. Andy enjoys a variety of outdoor sports,
including skiing, snowboarding, running and most watersports. He also
plays guitar and piano. Andy sits on the board of directors for a
children's camp in Muskoka and has volunteered with numerous
local charities including Habitat for Humanity.
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Additional Advisors
Lyndon Fournier
Director, Wealth Management
Senior Wealth Advisor
(905) 337-6331
lyndon_fournier@scotiamcleod.com
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Mailing Address
1235 North Service Road West
Suite 200
Oakville, ON
L6M 2W2
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Additional Team Members:
Bethany Sturtridge
Administrative Associate
(905) 337-6334
bethany_sturtridge@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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