Our Team
OUR TEAM
ANDREA SULLIVAN
Certified Financial Planner –Financial Planning Standards Council
BA in Economics, Deans Honours from the University of Waterloo
Member and a Director of the Association of Professional Economists of BC
Member of the Strategic Risk Management Group of Financial Planners
Licensed for Life Insurance, Accident and Sickness Insurance
Adherence to the Codes of Ethics of:
- Financial Planners Standards Council of Canada
- Insurance Council of BC
As an experienced financial planner, Andrea assists clients to:
- maximize savings and investment returns
- minimize and manage risk
- minimize tax
Andrea applies a needs based, consultative approach:
- For insurance needs, she assists clients in reviewing existing coverage to reduce premiums, eliminate overlap, and provide the best possible rates by accessing the full market of providers.
For investments, Andrea examines the full financial picture, setting priorities such as debt elimination, emergency fund accumulation, tax minimization, retirement and estate planning, as well as examining risk tolerance and appropriate portfolio allocation.
Email: alsullivan@growandprotect.ca
ARCHIE SULLIVAN
Archie is a management professional with 35 years’ experience in:
- Private banking requirements, personal trust services, estate planning, trusteeships and wills
- Wealth management
- In-depth knowledge of retail financial and investment products and services
- Client development and relationship management
- Staff development
- Liasing with financial partners and regulators to the benefit of all parties
- Interpersonal, communication and client service/satisfaction skills
- Corporate Liason with the BC Securities Commission and the Insurance Council of BC
- Handling of all regulatory issues
- Marketing development
Email: awsullivan@growandprotect.ca