Life And Health Insurance Advisor
CurrentOffering Life, Health, Group Insurance, and Segregated Funds.
Jul 2015 - Present
AeroLeads people directory · profile
Andrew Acherman Email & Phone Number
Life and Health Insurance Advisor
at
Desjardins Financial Security Independent Network
1 work email found
@dfsin.ca
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Life and Health Insurance Advisor
Location
Vancouver, British Columbia, Canada
Company size
Who is Andrew Acherman? Overview
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Quick answer
Andrew Acherman is listed as Life and Health Insurance Advisor at Desjardins Financial Security Independent Network, a with 594 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at dfsin.ca and a matched LinkedIn profile for Andrew Acherman.
Andrew Acherman previously worked as Investment Fund Advisor at Desjardins Financial Security Investments Inc and Regional Vice President at Fisher Investments. Andrew Acherman holds Certified Investment Manager (Cim), Investment Management And Portfolio Management from Canadian Securities Institute.
Company email context
Email format at Desjardins Financial Security Independent Network
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{first}.{last}@dfsin.ca
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AeroLeads found 1 current-domain work email signal for Andrew Acherman. Compare company email patterns before reaching out.
Profile bio
About Andrew Acherman
I look forward each day to working with my clients on reducing risk and taxes and increasing returns. By designing a financial plan and interacting every quarter with my clients I am able to stay up to date with changes in their lives while updating them on how markets are acting and what impact that is having on returns. By designing a financial plan there is also a method for measuring the clients' progress to their goals and to create accountability for the advice provided. A good financial plan provides also a discipline so that all decisions remain focused on achieving goals. A life without a financial plan is like taking a holiday with no maps. You have no idea where you will end up. A financial plan means that your life does not turn out to be a series of unplanned accidents. A good financial plan can mean consistency and stability in your life.
Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Leadership, and 45 others.
Current workplace
Andrew Acherman's current company
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Desjardins Financial Security Independent Network
5 roles
Andrew Acherman work experience
A career timeline built from the work history available for this profile.
Investment Fund Advisor
Desjardins Financial Security Investments Inc
Providing mutual funds.
Regional Vice President
Actively solicited business from contacts who had ordered an on-line booklet concerning investment management. Responsible for sales in the Lower Mainland, Vancouver Island and in Calgary. Regularly contacted over 200 monthly contacts, and 30+ appointments per month. Company offers custom designed portfolios for high net worth individuals.
Dec 2013 - May 2015
Investment Advisor
Holliswealth/Scotia Capital Inc.
I specialized in working with owners of professional corporations and small Canadian corporations in providing access to advice on investments, retirement and tax savings available only to these persons. With 20+ years experience in both the United States and Canada I had access to many solutions that could be custom-tailored to the individual business owner
Jul 2009 - Nov 2013
Investment Advisor
Cibc Wood Gundy
Left CIBC Wood Gundy on May 12, 2009 and went to work for DWM Securities Inc.
Jan 2005 - May 2009
Team & coworkers
Colleagues at Desjardins Financial Security Independent Network
Other employees you can reach at dfsin.ca. View company contacts for 594 employees →
WM
William Macgregor
Colleague at Desjardins Financial Security Independent NetworkOttawa, Ontario, Canada
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MV
Mike Vieira
Colleague at Desjardins Financial Security Independent NetworkToronto, Ontario, Canada
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JM
Jennifer Monkman
Colleague at Desjardins Financial Security Independent NetworkWinnipeg, Manitoba, Canada
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KS
Karan Sharma
Colleague at Desjardins Financial Security Independent NetworkNorth York, Ontario, Canada
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VB
Valerie Blouin
Colleague at Desjardins Financial Security Independent NetworkQuébec, Quebec, Canada
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PS
Polly Sidhu
Colleague at Desjardins Financial Security Independent NetworkCanada
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AK
Anupama Krishna Rao
Colleague at Desjardins Financial Security Independent NetworkGreater Toronto Area, Canada
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ZR
Ziad Rahal
Colleague at Desjardins Financial Security Independent NetworkGreater Montreal Metropolitan Area, Canada
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AC
Amy Chow, Clu, Cfp
Colleague at Desjardins Financial Security Independent NetworkToronto, Ontario, Canada
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FB
Fazaad Bacchus Mba, Epc, Ris
Colleague at Desjardins Financial Security Independent NetworkMississauga, Ontario, Canada
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William Macgregor
Colleague at Desjardins Financial Security Independent NetworkOttawa, Ontario, Canada
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MV
Mike Vieira
Colleague at Desjardins Financial Security Independent NetworkToronto, Ontario, Canada
View →
JM
Jennifer Monkman
Colleague at Desjardins Financial Security Independent NetworkWinnipeg, Manitoba, Canada
View →
KS
Karan Sharma
Colleague at Desjardins Financial Security Independent NetworkNorth York, Ontario, Canada
View →
VB
Valerie Blouin
Colleague at Desjardins Financial Security Independent NetworkQuébec, Quebec, Canada
View →
PS
Polly Sidhu
Colleague at Desjardins Financial Security Independent NetworkCanada
View →
AK
Anupama Krishna Rao
Colleague at Desjardins Financial Security Independent NetworkGreater Toronto Area, Canada
View →
ZR
Ziad Rahal
Colleague at Desjardins Financial Security Independent NetworkGreater Montreal Metropolitan Area, Canada
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AC
Amy Chow, Clu, Cfp
Colleague at Desjardins Financial Security Independent NetworkToronto, Ontario, Canada
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FB
Fazaad Bacchus Mba, Epc, Ris
Colleague at Desjardins Financial Security Independent NetworkMississauga, Ontario, Canada
View →
6 education records
Andrew Acherman education
Certified Investment Manager (Cim), Investment Management And Portfolio Management
Canadian Securities Institute
Csc, Cim, Fcsi, Financial Services
Canadian Securities Institute
Certified Financial Planner, Financial Planning
Financial Planning Standards Council
Master Of Science, Business Administation, Marketing
Ms, Business Administration
No Degree, Economics
FAQ
Frequently asked questions about Andrew Acherman
Quick answers generated from the profile data available on this page.
What company does Andrew Acherman work for?
Andrew Acherman works for Desjardins Financial Security Independent Network.
What is Andrew Acherman's role at Desjardins Financial Security Independent Network?
Andrew Acherman is listed as Life and Health Insurance Advisor at Desjardins Financial Security Independent Network.
What is Andrew Acherman's email address?
AeroLeads has found 1 work email signal at @dfsin.ca for Andrew Acherman at Desjardins Financial Security Independent Network.
Where is Andrew Acherman based?
Andrew Acherman is based in Vancouver, British Columbia, Canada while working with Desjardins Financial Security Independent Network.
What companies has Andrew Acherman worked for?
Andrew Acherman has worked for Desjardins Financial Security Independent Network, Desjardins Financial Security Investments Inc, Fisher Investments, Holliswealth/Scotia Capital Inc., and Cibc Wood Gundy.
Who are Andrew Acherman's colleagues at Desjardins Financial Security Independent Network?
Andrew Acherman's colleagues at Desjardins Financial Security Independent Network include William Macgregor, Mike Vieira, Jennifer Monkman, Karan Sharma, and Valerie Blouin.
How can I contact Andrew Acherman?
You can use AeroLeads to view verified contact signals for Andrew Acherman at Desjardins Financial Security Independent Network, including work email, phone, and LinkedIn data when available.
What schools did Andrew Acherman attend?
Andrew Acherman holds Certified Investment Manager (Cim), Investment Management And Portfolio Management from Canadian Securities Institute.
What skills is Andrew Acherman known for?
Andrew Acherman is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Research, Powerpoint, and Public Speaking.
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