Andrew RiceSenior Advisor, CFP, FMA, BBA

(416) 362-6322 ext. 223

Andrew is a Certified Financial Planner (CFP) and a Financial Management Advisor (FMA); he also holds a Bachelor of Business Administration (BBA) from Wilfrid Laurier University.

Andrew’s interest in financial planning and investing began when he temporarily lost some of his summer student earnings in the crash of 1987. After completing his business degree, Andrew worked for a national financial services firm providing personal financial planning advice to individuals from 1993 to 2000. In October of 2000, Andrew joined Stewart & Kett because he believed that he could better serve clients in an “advice-only” environment. In the years since, through good markets and bad, Andrew is even more convinced of the advice-only approach.

Andrew has contributed input for multiple case studies published in the Financial Post Business magazine and has presented seminars on retirement and Registered Education Savings Plans (RESPs). He has also been quoted in articles published by the Globe and Mail, CBC and financial industry journals such as Investment Executive and Canadian Moneysaver.

In the past Andrew has volunteered in support of his children’s activities, namely as: a hockey assistant coach, a hockey trainer, a soccer coach and scout leader – in spite of his limited knowledge of soccer and camping. Andrew continues to volunteer as a hockey assistant coach and as a trustee of a local church.

My Life Outside the Office

With 3 healthy, active, teenaged boys, my life is hectic, but good. My poor wife – even our dog is a male!

Our family celebrates winter – be it on the backyard rink, in the arenas or maybe on a ski hill. Our summers are characterized by less structured time at the family cottage in the Minden area. While much travel remains on our list, we have managed to drive as a family to see two of Canada’s three coasts. Next up is the North, but not in the winter!