As a leader in driving the development of a strong sustainable investing strategy at TD Wealth, Andrea has developed and is implementing a program for the Advice Channel. In addition, she provides advice to organizations and individuals as they seek to align their missions and values with their investments.
As one of the Canadian banking industry’s only dedicated subject matter experts for the charitable sector, Andrea Robertson helps hundreds of non-profit organizations across Canada to develop prudent investment policies, address governance and financial considerations, and implement ethical investing requirements.
Utilizing her sector and governance expertise, Andrea helps individuals who are starting their own Private Foundation to navigate the complexities of governance, investment management, and establishing a vision and mission.
Prior to joining TD, Andrea worked for over 20 years in the financial services industry. She is currently on the board of ACCES Employment as well as a board member of the Canadian Association of Gift Planners Foundation. Andrea is frequently asked to speak on a range of topics including charitable financial governance and responsible investing and has appeared on BNN and TVO. She has a long history of volunteerism.
Andrea received her Bachelor of Arts from Cornell University and her MBA from Columbia University. She has recently attained her Family Enterprise Advisor accreditation.