Andrew Gilchrist is dedicated to helping families, business owners, athletes and professionals accomplish their goals. After obtaining his Bachelor of Arts degree in political science with a focus on economics at the University of Calgary, Andrew worked as a regulatory analyst and community affairs representative in the oil and gas industry in Calgary. In 2010, Andrew moved to Kelowna to pursue a passion in financial planning and advisory services.
Andrew specializes in providing tax-efficient investment, retirement, legacy and insurance advice. He works with each client individually to develop specific and customized strategic plans. He focuses on top-down holistic advice, operating as a “financial quarterback”. As a primary point of contact for all financial planning matters, Andrew works with each person’s existing accounting and legal advisors to ensure that everyone on “the team” is working together.
After working with one company for over eight years, at the beginning of 2019, Andrew moved over to Clearwater Wealth Management - a Raymond James Ltd. advisory team. The company provides broad expertise and resources in order to ensure that the client’s experience and service comes first. There are no proprietary products or restricted offerings; the strategies, solutions and vehicles implemented are done on an individual basis, tailored to fit each person’s unique circumstances.
Outside of the office, Andrew loves spending time with his wife, daughter and son. He coaches his daughter’s soccer team and is teaching his son to golf. He takes advantage of the lifestyle living in the beautiful Okanagan allows by skiing, golfing, biking and fishing and spending as much time as possible outdoors!
If you have any questions about your financial future, and would like a review of your plans and goals, contact Andrew and Clearwater Wealth Management today.