Andrew Helfrich
CFA, PFP

My Background

Andrew Helfrich entered the financial industry and BMO in 2010, and joined our team in 2021 after building a strong reputation on the institutional side of the business. In his previous roles in BMO Nesbitt Burns investment research, Andrew advised 1,000 Investment Advisors across the country on portfolio construction, ETFs, mutual funds and Responsible Investing (also known as environment social and corporate governance/ESG) to align clients’ personal values with their investment dollars. He now serves clients primarily in York Region, with offices in Newmarket, Aurora, Maple and Bradford.