Andrew Smith, Investment Advisor at iA Private Wealth
*iA Private Wealth does not provide any income tax preparation service and does not supervisee or review any income tax returns.
Andrew is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor with iA Private Wealth. He is also an Insurance Advisor with iA Private Wealth Insurance providing estate planning services and solutions.
Understanding the intricacies of tax planning as it impacts financial planning strategies, Andrew offers the services of A Tellier Accounting and Bookkeeping to provide specialized tax preparation and guidance to accountants, lawyers and financial management professionals to support the services they deliver to their clients.
As part of the overall service spectrum, Andrew also realizes that business bookkeeping and accounting services would be valuable to business clients, so extended the scope of services offered by A Tellier Accounting and Bookkeeping to include these.
Thoughtful, strategic tax planning to benefit your full financial picture.
Whether it's personal or business – or both – our team will take the time to listen to your goals.