Andrew Dale
Senior Wealth Advisor, Portfolio Manager @CIBC Wood Gundy
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WORK HISTORY
Senior Wealth Advisor, Portfolio Manager @CIBC Wood Gundy
EDUCATION
McMaster University
BA, Political Science
University of Adelaide
MBA
University of Windsor
B.Comm
ABOUT ANDREW DALE
Andrew focuses on working with clients to help them create long-term, personalized financial plans in addition to overseeing the portfolio design and implementation along with his partners Tom Burnett and Tom Okanski.In addition to completing three University degrees, including an MBA, Andrew has also earned the right to call himself a Chartered Financial Analyst and a Certified Financial Planner.The CFA Charter is generally regarded as the top financial designation in the world.He has spent most of the past 20 years working in the Financial Industry. His career with CIBC started in 2006 and he has been serving high net-worth investors ever since.When he\'s not working, Andrew enjoys playing golf, working out, and spending time with his family. He lives just north of London with his wife, 3 kids, 2 dogs and a cat. https://cibc.com/pwm-socialmediadisclaimer
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