Andrew Suthern Email & Phone Number
Portfolio Manager, Senior Investment Advisor, CIM®, CFP®, CFA®, FCSI® @ Investment Planning Counsel
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Andrew Suthern Location
- Canada
Andrew Suthern Work
- 2013 -now Portfolio Manager, Senior Investment Advisor, CIM®, CFP®, CFA®, FCSI® @
- 2011 -2013 Senior Investment Advisor, CFA, CFP®, FCSI, CIM® @
- 2010 -2011 Senior Investment Advisor, CFA, CFP®, FCSI, CIM @
- 2009 -2010 Financial Advisor, CFA, CFP®, FCSI, CIM @
- 1997 -2009 Financial Planner, CFA, CFP®, FCSI, CIM @ Brownstone Investment Planning Inc.
- 1996 -1997 Associate Investment Advisor @ TD Wealth Management
Andrew Suthern Education
- Canadian Securities Institute
Fellow of the Canadian Securities Institute (FCSI)
2000-2005 - CFA Institute
Chartered Financial Analyst (CFA)
1998-2002 - Financial Planning Standards Council
Certified Financial Planner® (CFP)
2000-2000 - Canadian Securities Institute
Chartered Investment Manager® (CIM)
1998-1998 - University of Manitoba
B.Comm (Hons) (Small Business, Marketing, Finance)
1988-1993 - Oak Park 1987-1988
Andrew Suthern Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Financial Planners
- Wealth Preservation Planning
- Bonds
- Fixed Income
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Finance
- Passion for Helping Others
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Asset Management
- Holistic Financial Planning
- Wealth
- Financial Risk Management
- ETFs
- CIM
- Retirement
- Securities
- Hedge Funds
- Investment Management
Andrew Suthern Summary
- Andrew Suthern, based in Canada, is currently a Portfolio Manager, Senior Investment Advisor, CIM®, CFP®, CFA®, FCSI® at Investment Planning Counsel. Andrew Suthern brings experience from previous roles at National Bank Financial - Wealth Management, Wellington West Capital Inc. and Brownstone Investment Planning Inc.. Andrew Suthern holds a 2000 - 2005 Fellow of the Canadian Securities Institute (FCSI) @ Canadian Securities Institute. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Financial Planners, Wealth Preservation Planning and more. Andrew Suthern has 1 mobile phone numbers on RocketReach.
Looking for a different Andrew Suthern?
Find contact details for 700 million professionals.
Others Named Andrew Suthern
Top Investment Planning Counsel Employees
Blair Setford
Vice President, Product Management
Mississauga, ON, CA
Paul Punzo
Head of Asset Management
Toronto, ON, CA
Andrew Schredl
SVP, Wealth Management Services
Oakville, ON, CA
Marie Bowen
Vice President of Operations
Oakville, ON, CA
Maria Alexander
Vice President, Client Relations and Development
Oakville, ON, CA
Ken Lofranco
Vice President, National Advisor Growth
Toronto, ON, CA
Lou Martinez
Product Marketing Manager
Toronto, ON, CA
Warren Rody
Regional Vice President
Calgary, AB, CA
Hayley Glen
Regional Vice President
Toronto, ON, CA
Nick Anand
Vice President, Finance and Mutual Funds Compliance
Toronto, ON, CA
Angie Johnson
Regional Director Pinnacle Branch Operations, Ontario
Mississauga, ON, CA
Sam Dwyer
Wealth Business Architecture
Toronto, ON, CA
Linda Dietrich
Vice President, Delivery and Technology (Head of IT)
Waterloo, ON, CA
Ed Walzak
Digital Marketing Specialist
Kitchener, ON, CA
Karen Lintott
Senior Director, Business Intelligence
Hamilton, ON, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co