Andrew Bradshaw, CFP®, CIM®, RIAC, MFA-P™

Senior Investment Advisor, iA Private Wealth

About Andrew Bradshaw

Andrew Bradshaw is a Senior Investment Advisor in beautiful Antigonish, Nova Scotia. Andrew joined the family wealth management business in 2013. Together with his father, they have over 40 years of experience advising individuals, business and institutional investors in designing and achieving their financial goals. Andrew’s clients benefit from tailored investment and financial solutions, lower fees, and better service. Trust, privacy, quality, and performance are the hallmarks that he builds his business on.

Andrew holds the Certified Financial Planner (CFP®) professional designation through FP Canada, the Chartered Investment Manager (CIM®) designation through the Canadian Securities Institute, the Responsible Investment Advisor Certification (RIAC) through RIA Canada, and the Master Financial Advisor – Philanthropy (MFA-P™) through the Canadian Association of Gift Planners (CAGP).

Typical Clients

You may find yourself in any one of the following three financial phases in your life:

  • Phase 1: Wealth Accumulation (building your portfolio)
  • Phase 2: Wealth Development (growing your portfolio)
  • Phase 3: Wealth Preservation (preserving your portfolio)

I work with clients in developing their personal financial plan, with a specific focus on minimizing their taxes, planning for your children’s education, saving for retirement and organizing the succession of their estate.

Our goal is to help clients identify and quantify financial goals, develop and implement strategies to reach their goals, monitor and adjust their investments to keep you on track.