Andrew Jones, CFA
Education
CFA Institute
CFA Designation, Financial analysis 2001-09-01 - 2004-06-01
Simon Fraser University
BASc, Computer Engineering 1994-09-01 - 1999-06-01
Seaquam Secondary
, 1989-01-01 - 1994-01-01Work Experience
Cardin Partners
Current
Cardin Partners
Rhino Ventures
Current
Rhino Ventures
500 Global
Current
500 Global
Garibaldi Capital Advisors
Current
Garibaldi Capital Advisors
Concursion
Current
Concursion
Agrimatics
2021-03-01 - 2022-01-01
Agrimatics
Entrepreneur's Organization - Vancouver Chapter
2015-07-01 - 2018-06-01
Entrepreneur's Organization - Vancouver Chapter
Entrepreneurs' Organization
2014-10-01 - 2018-06-01
Entrepreneurs' Organization
Social Venture Partners International
2014-10-01 - 2017-11-01
Social Venture Partners International
Heritage Law
2010-01-01 - 2011-12-01
Heritage Law
Skills
Summary
A data-driven financial advisor with a holistic approach to wealth management, I believe in measurable results and personalized strategies. With a unique background in engineering and finance, I bring a technical edge to financial planning and investment analysis. As a CFA charter holder with years of experience in corporate finance, I offer clients insight into both private and public markets. My expertise spans personal financial planning to institutional investment strategies, including venture capital and private equity. My corporate finance and CFO experience enables me to provide valuable guidance on business financial planning, succession strategies, and exit planning for business owners. I'm adept at translating complex financial concepts into actionable advice for my clients. I believe in a systematic approach to financial advisory, implementing well-established frameworks to ensure consistent, high-quality service. As your financial quarterback, I partner with you to integrate all aspects of your financial life, from retirement planning to tax optimization. My diverse historical experience in tech, from software to semiconductors, gives me a unique perspective on emerging technology investment opportunities. Specialties: Personal Financial Planning, Wealth Management, Investment Analysis, Retirement Planning, Business Financial Advisory, Portfolio Optimization, Risk Management, Private Equity and Venture Capital Investing, Tax Planning Strategies
