Andy Chiu
Expert financial planner helping Canadians protect wealth, design smart insurance solutions, plan for retirement, and navigate cross-border needs
✅ Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS)
✅ Specialized knowledge in estate, retirement, and cross-border financial planning
✅ Over a decade of experience advising clients and coaching professionals
About Andy
Anderson is a financial planner who has helped Canadians feel confident about their money since 2014. He creates clear, customized plans for retirement, estate strategies, and cross-border finances.
With a mix of technical expertise and practical advice, Anderson makes complex planning feel simple. Whether you’re retiring, protecting your family, or moving abroad, he’ll help you build a plan you can trust.
He holds respected designations like CFP®, CLU®, and CHS, showing his commitment to staying sharp and delivering great advice.
Why Work with Andy?
✅ Expertise in cross-border planning for Canadians moving or investing abroad
✅ Over a decade of experience in financial and retirement planning
✅ Skilled in designing tax-smart insurance strategies that fit your life
✅ Deep knowledge of estate planning to help you leave a lasting legacy
✅ Trusted resource for business owners, professionals, and families
✅ Verify his CFP® credentials and good standing with FP Canada