Andrew Gleeson
About Andrew Gleeson
Andrew Gleeson is a Financial Services Representative with extensive experience in various financial sectors, currently working with multiple organizations including Surex.com and Primerica since 2020. He specializes in strategic debt management and financial independence, utilizing tailored tools to assist clients in managing their finances effectively.
Work at Primerica
Andrew Gleeson has been employed as a Financial Services Representative at Primerica since 2020. His role involves providing financial guidance and support to clients in Calgary, Alberta, and remotely. He focuses on helping clients achieve financial independence by identifying hidden avenues for extra income and addressing financial challenges.
Current Roles and Partnerships
Since 2020, Andrew Gleeson has held multiple positions across various organizations. He serves as a General Insurance - Strategic Partner at Surex.com, a Mentor & Licensed Financial Professional at Team INVICTUS, and a Legal Services - Strategic Partner at LegalShield Canada. Additionally, he works with AGF Investments, Manulife, Mackenzie Investments, and The Edge Benefits, all in strategic partner roles.
Education and Expertise
Andrew Gleeson studied at the Canadian Forces Fleet School Esquimalt, where he achieved expertise in Marine Maintenance/Fitter and Ship Repair Technology/Technician. His educational background supports his extensive knowledge in financial services, particularly in strategic debt management techniques such as Debt Stacking and smart Mortgage Refinancing.
Background in the Canadian Armed Forces
Before entering the financial services sector, Andrew Gleeson served as a Marine Engineer in the Canadian Armed Forces from 1994 to 1999. His military experience in Halifax, Nova Scotia, contributed to his technical skills and discipline, which he applies in his current financial roles.
Financial Strategies and Client Support
Andrew Gleeson specializes in helping clients manage their finances through tailored Budget Worksheets and strategic debt management techniques. He aims to empower clients to transform financial burdens into financial freedom by addressing the root causes of their financial challenges and guiding them towards a future where their money works for them.