Member

Andrew Sheppard

Toronto (Downtown)

Flatiron Wealth Management Inc.

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Andrew Sheppard

Member Bio

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Specializations

Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Succession Planning

Designation(s)

CFP (Canada)
CIM
CLU

Compensation Models

Fee based (AUM)

Professional Associations

Advocis

Education

Masters Degree

Assets Under Management

100,000,000-250,000,000

Practice Size

2 to 5

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
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