Born and raised in Victoria, Drew has had a passion for business and finance from a young age. A University of Victoria graduate, he obtained a bachelor’s degree in economics before pursuing a career in wealth management. Having now worked in the industry for over 25 years, Drew specializes in overseeing portfolios, efficient investing, and asset optimization. As part of the holistic approach to financial planning, Drew incorporates estate and tax planning and insurance. He believes that results-oriented solutions and an understanding of a client’s priorities and needs are the two pillars of successful investment advice. A Fellow of the Canadian Securities Institute (FCSI®), he holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Drew’s investment philosophy centers around his enjoyment of other people’s success, with a focus on working with individual investors and their families to create long-term financial plans. When not in the office, Drew enjoys mountain biking throughout BC with his wife, and spending time with his four children.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.