Andrew Sheppard Email & Phone Number
Portfolio Manager, Managing Partner @ Quintessence Wealth
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Andrew Sheppard Location
- Toronto, ON, CA
Andrew Sheppard Work
- Portfolio Manager, Managing Partner @ (October 2025 - Present)
- Managing Partner | Senior Wealth Advisor @ (September 2021 - Present)
- Associate Portfolio Manager, Managing Partner @ Quintessence Wealth (October 2023 - October 2025)
- President @ Sheppard Financial Services Inc. (July 2012 - September 2021)
- Advisor @ (July 2009 - September 2021)
- Student @ (September 2007 - April 2009)
- Owner and General Manager @ Citizen Cain Restaurant and Bar (December 2001 - August 2006)
- TEFL Teacher and Trainer @ (January 1998 - December 2005)
Andrew Sheppard Education
- Schulich School of Business - York University
IMBA (Student Services - ESL)
2007-2009 - University of New Brunswick
Bachelor of Business Administration (Bachelor of Business Administration)
1994-1997
Andrew Sheppard Skills
- Financial Analysis
- Investments
- Financial Modeling
- Investment Strategies
- Mutual Funds
- Financial Advisory
- Wealth Management
- Strategic Financial Planning
- Finance
- Portfolio Management
- Asset Management
- Retirement Planning
- Valuation
- Fixed Income
- Risk Management
- Capital Markets
- Corporate Finance
- Equity Research
- Insurance
- Equities
- Financial Services
- Alternative Investments
- Retirement
- Investment Advisory
- Estate Planning
- Financial Planners
- Financial Planning
- Management
- Leadership
Andrew Sheppard Summary
- Andrew Sheppard, based in Toronto, ON, CA, is currently a Portfolio Manager, Managing Partner at Q Wealth Partners. Andrew Sheppard brings experience from previous roles at Flatiron Wealth Management, Quintessence Wealth, Sheppard Financial Services Inc. and Sun Life Financial. Andrew Sheppard holds a 2007 - 2009 IMBA in Student Services - ESL @ Schulich School of Business - York University. With a robust skill set that includes Financial Analysis, Investments, Financial Modeling, Investment Strategies, Mutual Funds and more. Andrew Sheppard has 4 emails and 1 mobile phone numbers on RocketReach.
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