Andrea Ivasecko is an invaluable contributor to Rosemary Horwood Wealth, providing exceptional client service and operations management. Andrea has a Master’s degree in International Economics and Finance from Ryerson University, where she graduated with a 3.95 GPA and excelled at studies in investment, risk analysis, financial theory and microeconomics. She has also completed essential investment industry courses.

Andrea loves working closely with clients. She is responsible for translating our client’s financial goals visually, what we refer to as Goal’s Based Reporting, and managing trading for our clients’ accounts. Andrea is always busy with retirement projections and coordinating complex operational transactions such as cashless stock option exercises for our C-suite clients in the healthcare field. She single handedly coordinates personalized tax packages for our clients each year in the spring, and is frequently praised for providing high value service that saves time and money for our clients and their accountants around tax season.

Andrea’s tremendous organizational skills help the team to keep priorities well managed and accounts running smoothly, ensuring all details are addressed so that nothing falls through the cracks.

When she is not focused on work, Andrea and her husband, Kris, keep busy outdoors with her daughter, Sofia, and son, Filip.