Andrea Robertson, MBA FEA
As a seasoned executive with over 25 years of experience in the private wealth and financial services industry, Andrea provides advice to organizations, families and individuals as they seek to direct their social capital to achieve impact through their philanthropy and investments.
Utilizing her sector and governance expertise, Andrea helps individuals who are starting their own Private Foundation to establish a vision and mission, navigate the complexities of governance and investment management, evaluate charities and understand impact.
Having worked at a top-tier bank, Andrea has developed a unique perspective on the Not-for Profit sector and innovation landscape and is adept at both strategic and hands-on interactions with clients. She has a robust ability to uncover the considerations and needs that are important to UHNW families, foundations and corporates as they develop or modify their strategic philanthropy towards purpose through the lens of their wealth considerations. In addition, she is a strong influencer, helping investment advisors understand the value of incorporating philanthropy into their client conversations.
As a member of the granting committee for the Private Giving Foundation, TD’s Donor-Advised Fund, Andrea helped establish the pillars of giving, and on an ongoing basis evaluated potential grantees.
Andrea has enhanced her experience through professional development, obtaining her Family Enterprise Advisor designation, taking the 21/64 course focused on strategic philanthropy for multi-generational families, and completing a number of Institute of Corporate Directors courses including the Rotman School of Business/ICD– Not-for-Profit Governance certificate.
With a long history of volunteer leadership in the charitable sector, Andrea is currently Co-Chair of the board of ACCES Employment, where she has served for over 12 years. She is frequently asked to speak on a range of topics including charitable governance and sustainable investing and has appeared on BNN and TVO.
Andrea received her Bachelor of Arts from Cornell University and her MBA from Columbia University.