Drew Henderson
About Drew Henderson
Drew Henderson is a Senior Wealth Advisor with over 25 years of experience in the wealth management industry, specializing in portfolio oversight, efficient investing, and asset optimization.
Drew Henderson - Senior Wealth Advisor
Drew Henderson holds the position of Senior Wealth Advisor. He has accumulated over 25 years of experience in the wealth management industry. His role involves overseeing portfolios, ensuring efficient investing, and optimizing assets. In addition, he integrates estate and tax planning and insurance into comprehensive financial planning strategies.
Education and Expertise of Drew Henderson
Drew Henderson graduated from the University of Victoria with a bachelor's degree in economics. He holds the Certified Financial Planner (CFP®) designation, the Chartered Investment Manager (CIM®) designation, and is recognized as a Fellow of the Canadian Securities Institute (FCSI®). This array of qualifications underscores his expertise in financial planning and investment management.
Drew Henderson's Background and Personal Life
Born and raised in Victoria, Drew Henderson has a deep connection to the local community. Outside of his professional life, he enjoys mountain biking throughout British Columbia with his wife. Additionally, he spends quality time with his four children.
Wealth Management Services by Drew Henderson
Drew Henderson specializes in portfolio oversight, efficient investing, and asset optimization. His comprehensive approach incorporates estate and tax planning, as well as insurance, to provide clients with holistic financial solutions. His extensive experience and advanced certifications contribute to his ability to offer meticulous wealth management services.