Andrea Stack, B.Comm., MBA, CIM, FCSI, CLU, CFP®
Senior Wealth Advisor, Portfolio Manager
Andrea Stack is a senior wealth advisor and portfolio manager with CIBC Wood Gundy. For over 20 years, Andrea has dedicated herself to the service of achieving big goals for her clients and her community. Andrea is a proven expert at helping clients secure their finances; whether for their children's education, a comfortable retirement, or an inheritance. Andrea helps her clients navigate the complexities of managing wealth and works with them to provide financial, investment and estate plans tailored to their individual needs.
After completing her Bachelor of Commerce degree at Memorial University, Andrea worked in Toronto for a few years in the investment industry. She then decided to return home to Newfoundland and Labrador, where she joined her father in the investment business. Andrea started working as an investment advisor in 2000, happily immersing herself in client relationships and working side-by-side with her father until 2020.
In addition to her commerce degree, Andrea has earned her Masters in Business Administration (MBA) degree at Memorial University, is a Fellow of the Canadian Securities Institute (FCSI), a Chartered Life Underwriter (CLU) and a Certified Financial Planner (CFP).
Outside of life in finance, Andrea is active in volunteering and community service. She is a member of Memorial University of Newfoundland and Labrador’s Board of Regents, a board member of Professional Engineers and Geoscientists of Newfoundland and Labrador (PEGNL) and treasurer of Rotary Manor. Andrea is also an active member of the Rotary Club of St. John’s Northwest, serving as club president in 2010-2011, and has received the Paul Harris Fellow given by Rotary in recognition for outstanding service. She has served on various boards and committees, including Hope Air, St. Patrick’s Mercy Home and the Dr. H. Bliss Murphy Cancer Care Foundation. In 2018, Andrea was chair of the St. John’s Board of Trade.