Andrew Sipes, Clu, Cfp. People Not Product. Email & Phone Number

PEOPLE NOT PRODUCT.Andrew Sipes loves the insurance business. But it’s not the products themselves that he loves. It is the opportunity to learn about his clients. About their spouses and kids. About their lives as a whole – and how insurance can help them reach their most cherished goals. That would certainly account for Andrew’s core purpose: To focus on people, and provide the optimal solution for their unique circumstances.Fundamentally, Andrew is an educator. “If I hadn’t chosen the insurance business,” he says, “I would probably be a teacher. As an Estate Planning Specialist, my role is to educate clients on which situations these products are for, and how you make them work – or not.” That’s right: for Andrew, it is not about the sale. It is about helping people discover what insurance product they need, if any. This is not to suggest that Andrew lacks competitive fire. In his personal life, he was an amateur boxer. And in his professional life – having been an estate planner for more than 20 years – he competes for the respect of investment advisors and clients alike. Says Andrew: “If people refer you, that is the definition of success. If you don't get the referral, it stops there.”And so his vision: The highest respect of advisors and clients, as measured by referrals that place him in the top tier of Estate & Insurance Advisors every year.Andrew Sipes has been an estate planner since 1993. He lives in Toronto with his wife and daughter. An amateur boxer until 1992, he was the Ontario middleweight champion. Now he hits a squash ball.

Listed skills include Estate Planning, Wealth Management, Insurance, High Net Worth Individuals, and 14 others.

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  University Of Windsor

  Economics