Andrew Johnson

CKA, MFA-P

Estate Planner at

Optim Financial Solutions / Sun Life Financial

Andrew has been involved in the industry for over 25 years, building his practice in family and business markets in Elora and Fergus, and now a member of a firm with locations in Elora, Waterloo and Guelph. Andrew’s expertise includes his specialization in philanthropy, and his MFA-P designation and work with the Canadian Association of Gift Planners highlights his desire to help families and business do effective and efficient philanthropic estate planning, leaving hard earned estates better positioned to fund children, charity and other individual beneficiaries as opposed to leaving unintended windfalls for Canada Revenue Agency.

WWEPC Member Since: Aug, 2023