Peter Andreana
Member Board Of Directors at SideDrawer™ Inc.- Claim this Profile
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Italian -
Topline Score
Bio
LinkedIn User
Peter has always impressed me with his expert knowledge, friendly & approachable demeanor, and genuine desire to help his clients achieve their financial, wealth management, and retirement goals in the most professional and effective way possible. Where business owners are concerned, his willingness to be truly accessible for his clients and help minimize their administrative workload when it comes to group benefits and insurance really stands out in the industry.
Mike Kimevski
Peter is a consummate professional, very detail-oriented with a strong passion for results. Peter demonstrates integrity in all his actions.
LinkedIn User
Peter has always impressed me with his expert knowledge, friendly & approachable demeanor, and genuine desire to help his clients achieve their financial, wealth management, and retirement goals in the most professional and effective way possible. Where business owners are concerned, his willingness to be truly accessible for his clients and help minimize their administrative workload when it comes to group benefits and insurance really stands out in the industry.
Mike Kimevski
Peter is a consummate professional, very detail-oriented with a strong passion for results. Peter demonstrates integrity in all his actions.
LinkedIn User
Peter has always impressed me with his expert knowledge, friendly & approachable demeanor, and genuine desire to help his clients achieve their financial, wealth management, and retirement goals in the most professional and effective way possible. Where business owners are concerned, his willingness to be truly accessible for his clients and help minimize their administrative workload when it comes to group benefits and insurance really stands out in the industry.
Mike Kimevski
Peter is a consummate professional, very detail-oriented with a strong passion for results. Peter demonstrates integrity in all his actions.
LinkedIn User
Peter has always impressed me with his expert knowledge, friendly & approachable demeanor, and genuine desire to help his clients achieve their financial, wealth management, and retirement goals in the most professional and effective way possible. Where business owners are concerned, his willingness to be truly accessible for his clients and help minimize their administrative workload when it comes to group benefits and insurance really stands out in the industry.
Mike Kimevski
Peter is a consummate professional, very detail-oriented with a strong passion for results. Peter demonstrates integrity in all his actions.
Credentials
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FEA (Family Enterprise Advisor)
Family Enterprise XchangeJan, 2019- Nov, 2024 -
CFP
Financial Planning Standards Council (FPSC)Jan, 2004- Nov, 2024 -
CPH
Canadian Securities Institute (CSI)Jan, 1999- Nov, 2024 -
CSC
Canadian Securities Institute (CSI)Jan, 1999- Nov, 2024 -
Chartered Strategic Wealth Professional
Canadian Securities Institute (CSI) -
Elder Planning Counselor
Elder Planning Group -
Financial Management Advisor
Canadian Securities Institute (CSI)
Experience
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SideDrawer™ Inc.
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Canada
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Software Development
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1 - 100 Employee
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Member Board Of Directors
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Mar 2021 - Present
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Continuum II
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Canada
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Financial Services
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1 - 100 Employee
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Partner, Investment Funds Advisor
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Jul 2002 - Present
To serve personal and corporate clients by facilitating their lifetime goals. By guiding those we work with, our clients make wise financial decisions that dramatically increase wealth, maintain it during their lives, and ultimately distribute resources according to their personal values. Mutual funds are offered through Investia Financial Services Inc. To serve personal and corporate clients by facilitating their lifetime goals. By guiding those we work with, our clients make wise financial decisions that dramatically increase wealth, maintain it during their lives, and ultimately distribute resources according to their personal values. Mutual funds are offered through Investia Financial Services Inc.
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Burlington Downtown Business Association
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Canada
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Non-profit Organizations
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1 - 100 Employee
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Board of Directors (After 2 years as chair)
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Nov 2010 - Mar 2016
Work with fellow board members to improve our Downtown business environment. Work with fellow board members to improve our Downtown business environment.
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Burlington Foundation
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Canada
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Non-profit Organizations
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1 - 100 Employee
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Board of Directors
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Sep 2010 - Jun 2013
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Freedom 55 Financial
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Financial Services
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700 & Above Employee
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Financial Planner
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Jun 2002 - Jan 2006
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Account Director
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Aug 1999 - May 2002
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Education
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1996 - 1999
York University
Economics, Economics -
1995 - 1996
The University of British Columbia
Business/Commerce, General -
1990 - 1994
King City Secondary
Community
