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C. Andrew Kucey, Senior Wealth Advisor & Portfolio Manager

CIBC Wood Gundy

181 Bay Street, 6th Floor, Toronto, Ontario, M5J 2T3

Team Assets (Custodied)

$2-billion

Typical Size of Household Accounts

$5-million -
$15-million

Minimum Account Size for New Business

$500,000

Typical Net-Worth of Relationships

$10-million -
$20-million

Andrew Kucey heads The Kucey Financial Group, and has over two decades of diverse experience in the financial industry. He started on the CIBC World Markets trading floor in the early 2000s, worked in strategic shareholder advisory and shareholder activism, and founded a successful Canadian based hedge fund. Andrew decided to come full circle back to CIBC Wood Gundy to work directly and build relationships with individuals, families and charitable enterprises. He takes a long-term and goals-based holistic approach to wealth management.

The Kucey Group bases client relationships on a foundation of mutual trust and respect among all stakeholders. Andrew is a proud member of CIBC Private Wealth, CIBC Wood Gundy and CIBC Family Office. Andrew also quarterbacks relationships for clients with his team’s stable of private bankers, estate, trust, tax and insurance advisors, and, when appropriate, commercial and investment banking teams.

Andrew is a CFA Charterholder, attained his Chartered Investment Manager designation (CIM) and is a Fellow of the Canadian Securities Institute (FCSI). He graduated from Queen’s University with a Bachelor of Commerce (Honours) and a Bachelor of Economics. Andrew also completed the Investment Management program at Harvard Business School.

Andrew is involved in the wider community through his family’s charitable foundation. Those activities focus on youth and bridging educational barriers, health care and cultural institutions. Andrew is a ROM Young Patrons Circle Trailblazer. He is also a member of the MLSE Launch Pad Campaign Board, which focuses on improving the lives of at-risk youth.

Andrew lives in Oakville with his wife, Jennifer, his daughter, Winslow, and their two dogs, Jack and Cornflake.


Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.