Andrew Dobson, CFP, CIM, FCSI
FINANCIAL PLANNING CONSULTANT
Andrew and Objective Financial Partners collaborate with BlueRock Wealth Management advisors to deliver financial plans to BlueRock clients.
He has been providing financial advice for individuals, families, and corporations for over 10 years, having worked for banks and an accounting firm. He has extensive experience in banking, lending, mutual funds, investment sales, and advanced financial planning. Andrew has worked with everyone from young families to high-net-worth and ultra-high-worth clients and has experience in developing fee-only financial plans with complex corporate, tax, and estate planning considerations.
Andrew has an Honours Bachelor’s Degree from the University of Toronto, and his industry-related education includes the Certified Financial Planner (CFP), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Fellow of Canadian Securities Institute (FCSI) designations. He is currently working toward his Trust and Estate Practitioner (TEP) designation. Andrew has volunteered as an item developer and peer reviewer for various courses offered by the Canadian Securities Institute and is a Standard Setting Committee Member for the PFP designation examinations.