Andrew Wiese, CFP®

I’ve been a Certified Financial Planner® since 2012, and have worked in the financial industry since 2008, including a decade working at one of the largest financial services companies in Canada. I started my own company in 2019.

Why I started In Tune Wealth Management

To continue helping my clients get professional financial planning advice, while giving them access to high-quality, lower-cost investment portfolio management solutions and a wider variety of insurance planning solutions for individuals, families and businesses. It’s important to me that I’m no longer limited in terms of the products and services I can offer my clients—that way, I can always source the solutions that are ideal for them, at the lowest possible cost.

I work with several insurance providers, and portfolio managers that offer both passive and actively-managed portfolio options. It’s all about finding the right fit for you and your goals.

What I love about my job

This work keeps me challenged every day, as I’m always looking for customized solutions and fine-tuning strategies to make my clients’ money work harder for them.

The best part of my job is gaining the privilege of being in my clients’ lives as a trusted advisor and friend. I’ve seen my clients through major life changes—families beginning and growing, loved ones passing, businesses expanding—and I’m grateful to be part of their lives, helping them achieve their financial goals through it all.

My promise to you

I never take my clients’ trust for granted. As a Certified Financial Planner®, it’s my duty to put my clients’ needs first. But more than that, I treat all my clients with the same care I give to my friends and family, helping them secure the bright futures they deserve.

What is a Certified Financial Planner?

Anyone can call themselves a financial advisor. But a Certified Financial Planner® must meet rigorous education and experience requirements. According to FP Canada:

“Certified Financial Planner® certification is the most widely recognized financial planning designation in Canada and throughout the world and is considered the standard for the profession. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and help them build a financial plan so that they can Live Life Confidently™.”