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Andrew Feindel

CFA CFP® CLU CSWP CIM FMA CSA FCSI HBA (Ivey)

Chartered Financial Analyst, Certified Financial Planner & Chartered Professional in Strategic Wealth

“Not only do we have hunger for constantly educating ourselves, but we also strive to empower and ensure clients fully understand the pros and cons with wealth strategies”

 

Andrew Feindel CFA CFP® CLU CSWP CIM FMA CSA FCSI HBA (Ivey)

Chartered Financial Analyst, Certified Financial Planner Professional & Chartered Professional in Strategic Wealth
Not only do we have hunger for constantly educating ourselves, but we also strive to empower and ensure clients fully understand the pros and cons with wealth strategies

Andrew provides holistic financial planning and customized strategies helping clients build and retain wealth. The author of Kickstart: How Successful Canadians Got Started, Andrew has had the opportunity to interview over seventy highly successful Canadians, including Brian Mulroney, Dr. Tirone David, Dr. Roberta Bondar, Karen Kain, Jim Pattison, Peter Munk, Alex Colville and Dr. James Orbinski. Andrew himself has been interviewed and featured in various media outlets, including the Financial Post, Globe and Mail, National Post, Reader’s Digest, CBC, City TV, CTV and Globe TV.

Andrew was also profiled in Wealth Professional Canada’s Young Guns ranking for 2017 and 2019, as one of a small group of up-and-coming young advisors poised to lead Canada’s wealth management industry into the future.

Andrew’s professional expertise is enhanced by a lifetime of personal experience from his medical background. Andrew’s father is a cardiac surgeon practising in Toronto, his grandfather was a neurosurgeon, also inducted into the Canadian Medical Hall of Fame and his wife is a nurse. This personal experience enriches his ability to understand and service this highly sophisticated and specialized clientele. 

Andrew holds an Honours BA from the Richard Ivey School of Business and the Stockholm School of Economics. He has completed the following programs: Certified Financial Planner designation, Chartered Professional in Strategic Wealth, Building High-Net Worth, Managing High-Net Worth, Canadian Investment Manager, Portfolio Management Techniques, Advanced Taxation, Investment Management Techniques, Financial Management Advisor, Wealth Management Techniques, and Certified Senior Advisor.

Getting to know Andrew:

Favourite sports team: Toronto Raptors
Favourite musical moment: Diminuendo and Crescendo in Blue by Duke Ellington
Favourite painter: Alexander Colville 
Favourite book: The Death of Ivan Ilyich, by Leo Tolstoy
Hidden talent: In 1993, I was a fourth-ranked provincial chess champion in my age group
Motivation in life: Leaving the world a better place than I found it
Biggest life accomplishment: Being a good husband and father

More about Andrew

2017 Young Guns Special Report

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Wealth Professional Canada spotlights 20 up-and-coming young advisors who are poised to lead Canada’s wealth management industry into the future