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Andrew Haefling
CFP

Address

887 3rd Avenue East
Unit 101
Owen Sound, ON N4K 2K6

Languages

    English

My Background

Andrew Haefling started with BMO in 2014 where he was an Investment Specialist with BMO InvestorLine. After that he moved on to be a Financial Planner with BMO Financial Group before joining BMO Nesbitt Burns as an Investment Advisor in 2018. Andrew is a CERTIFIED FINANCIAL PLANNER and graduated from Wilfrid Laurier University majoring in Honours Economics and Financial  Management.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.