In the BeginningDuring tenure at Confederation College teaching multi-discipline business courses, David & Nancy Andrews continually broke new ground investing in their own education, including the founding of a Computerized Accounting and Income Tax Preparation Service utilizing the leading edge technology of the day, delivering Services and Software Training to their cliental. David's skilled explanations of planning concepts reflect his former teaching style and have received many complements from clients |
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Experience
The drive to build a Financial Planning Firm began in 1983 when David decided to join the Insurance & Pension Industry to further his planning career. In 1988 when David earned his CFP, he was the 2nd person in all of Northwestern Ontario to be called a Chartered Financial Planner. When legislative changes in 1989 permitted him to hold a mutual fund license and maintain his independence insurance practice, he rapidly expanded his business and became a mutual fund branch office, providing leadership to other advisors.
In 1987 a decision was made to sell the successful Accounting and Income Tax firm when Nancy was invited to lecture full time at Confederation College. After a two year contract, she continued her teaching career with the Ontario Business College. In 1994, David and Nancy once again agreed to combine talents when they were asked to establish and manage a local branch for Manulife Securities. In a 5 year period, they grew the operation to $300 million with 20 licensed advisors and and support staff.
More Education
While Nancy obtained her CFP designation, David increased his qualification in Estate Planning, becoming a member of The Society of Trust and Estate Practitioners and receiving the TEP designation. In addition, he studied Advanced Tax and Estate Planning earning his Chartered Life Underwriter designation, CLU. Never losing sight of his long-term goal to work as a planner, David continues to work diligently on the infrastructure and processes needed to deliver financial planning services in an effective manner.
Resigning as Mutual Fund Branch Manager in 2000, David focused all his personal attention on his client base.
Becoming a leader in Financial Planning Solutions
David has been a guest speaker at Financial Planning events and in June of 2006 was featured on the cover of Manulife Financial's national Advisor Magazine (Dialogue). Just as Financial Planning is a Process, so is buiding a successful Practice. David and Nancy have branded their service offerings under Trusted Advisor Solutions™ with 2 Premium Services, The Integrated WealthCare Advice Program® and The Business Owner's Security Platform™. Real staying power - is born of vision, leadership, commitment, a bit of good fortune and, of course, a great team.
In 2001 David launched several virtual offices in the Greater Toronto Area the primary of these located in Markham Ontario. Working in the GTA, he can service clients on site, in an office, in a residence or via his web based virtual office. Clients in other localities receive personal visits and of course the web service. Administration is centralized in Thunder Bay.
With the growth of the firm, David recognized the need to specialize and David invited Jed Ziegler RHU (Registered Health Underwriter) to join the firm, Jed has assumed responsibility for the growth of the firm’s Living Benefits and Employee Benfits division while David focuses on Pension, Retirement Income Management and Tax & Estate Planning.
Today
Today Focused WealthCare is firmly established as a Financial Planning and Risk Management firm with associated Investment expertise and investment markets provided by Manulife Securities Incorporated and Manulife Securities investment Services Inc. The company is contracted with several Life Insurance providers and has no quotas or restrictive covenants, thus allowing us to act in the client’s best interest in the placement of all business.
