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Andrew Sheppard

Sun Life Financial Advisor, business owner

Andrew Sheppard has been a Sun Life Financial Advisor since 2009 and holds and International Master in Business Administration from the Schulich School of Business. Prior to becoming an advisor with Sun Life Financial, Andrew was a business owner in both Canada and Asia.
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Estate Planning Will Give Your Loved Ones Peace of Mind

Being the executor of a loved one's estate can be a very difficult task. With an estate plan in place and by taking a few basic steps to prepare, you can reduce the stress and loss of estate value considerably. Estate planning involves tough questions that ultimately give you and your loved ones peace of mind.
08/06/2014 12:26 EDT
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How Being a "Tax-Wise" Investor Can Improve Your Nest Egg

Clients often ask me how high of a return can they expect from the portfolios I recommend. While I understand why they are focused on the potential returns, I always start my answer with my favourite rule when it comes to money: It doesn't matter what you make, it matters what you keep.
03/17/2014 05:30 EDT