Biography
Andrea is a Director in Baker Tilly in Canada's Wealth & Family Office practice and a member of the leadership team delivering integrated Family Office services to high-net-worth families, business owners, and enterprising individuals. Working alongside a multidisciplinary team, Andrea and her team coordinate wealth, tax, estate, risk management, and succession planning strategies, providing the clarity, oversight, and guidance of a Personal CFO to help clients simplify complexity and make informed decisions with confidence.
Prior to joining Baker Tilly in Canada, Andrea held leadership and advisory roles with BMO, RBC, RBC Insurance, and Sun Life Financial. Throughout her career, she has led high-performing teams, supported the growth of advisory practices, and helped individuals and families navigate important financial decisions. This breadth of experience provides her with a unique understanding of the opportunities and challenges facing affluent families and business owners.
Andrea holds a Bachelor of Management and Organizational Studies from Western University with a specialization in Finance and Administration. She is a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®).
Professional, community and social affiliationsÂ
Andrea actively supports initiatives that promote economic empowerment, financial literacy, and inclusion. Her volunteer work spans mentorship, education, fundraising, and leadership roles with organizations such as Opportunity International, FP Canada, Junior Achievement, and United Way.