Andrew believes financial advice should be grounded, thoughtful, and built for real life, not just spreadsheets. At Flatiron Wealth, he helps clients across Canada create systems that make their money work harder, minimize tax, and reduce financial stress.

He’s owned businesses on both sides of the world and brings that experience to every conversation, blending global insight with practical, day-to-day strategy.

At home, Andrew’s a husband to a Kiwi, a proud dad of three, and a musician at heart. He’s known for watching questionable TV, but we don’t hold it against him.

Money touches every part of our lives, our dreams, our decisions, and our relationships. My role is to help our clients feel confident, clear, and supported as they move through life’s big moments.

As an Associate Portfolio Manager and Head of Operations at Flatiron Wealth, I bring both strategy and heart to the table. I’m here to simplify the complex, protect what matters most, and create a plan that grows with you. One that reflects your values, your priorities, and your vision for the future.

My approach integrates investment management, insurance, and financial planning not just as checkboxes, but as tools to build a healthy, empowered relationship with money. Because wealth isn’t just about numbers, it’s about freedom, security, and the ability to live life on your terms.

I’m also deeply passionate about mentoring the next generation of financial professionals. Building a more inclusive, human-focused industry is one of the most rewarding parts of what I do.

I love walking alongside and supporting clients navigating a transition, building something meaningful, or looking to grow in this space.

I specialize in helping young professionals gain financial clarity through personalized, data-driven strategies that encompass financial planning, tax planning, budgeting, insurance, and estate planning. I believe that strong relationships are the foundation of successful financial guidance, allowing me to deeply understand my clients' goals and tailor actionable plans that bridge today’s opportunities with tomorrow’s security.

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Shane is an Associate Advisor who works directly with clients to build comprehensive financial plans and manage portfolios with a disciplined, evidence-based approach.

He has completed the Chartered Investment Manager (CIM®) designation and is actively working toward the Portfolio Manager path. For Shane, this isn’t just a credential; it reflects a deliberate commitment to operating at a higher standard of accountability and fiduciary responsibility to clients.

His approach is grounded in a simple belief: most investment decisions fail not because of markets, but because they’re made without the backing of a real plan. He aims to be someone clients can turn to with confidence, whether things are going well or when decisions become more challenging.

Olivia plays a key role in supporting Flatiron’s day‑to‑day operations and client experience. With a strong eye for detail and a collaborative approach, she helps ensure that internal processes run smoothly and that clients receive timely, reliable support.

Olivia works closely with the broader team to keep projects organized and information flowing, contributing to a seamless experience for both clients and partners.

Outside of work, Olivia values continuous learning and travel. She also enjoys staying organized, efficient, and proactive in everything she does.

Zaida is responsible for bookkeeping and administrative support at Flatiron, helping to keep the firm’s financial and operational records accurate and up to date. Known for her professionalism and reliability, she supports the team by ensuring that behind‑the‑scenes processes are handled with care and precision.

Zaida brings a thoughtful, detail‑oriented approach to her work and takes pride in contributing to a well‑run, compliant, and efficient organization that supports both colleagues and clients.

Catherine is the Chief Compliance Officer at Quintessence Wealth.

Prior to joining Quintessence Wealth, Catherine founded Frame Global Asset Management, where she was a Portfolio Manager and Chief Compliance Officer. While at Frame Global Asset Management, she established the compliance department and focused on building a track record for their asset allocation models. Prior to Frame, Catherine worked at Cougar Global Investments as a Senior Compliance and Research Analyst, where she worked on the investment management side of their suite of global portfolios and promoted their strategies across the United States.

Catherine graduated from the University of Toronto (Honours BA in Economics) and is a CFA Charterholder.

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