Andrew Shorter

VP Business Development

Andrew Shorter joined the CH Financial team in 2019. He is a highly skilled business strategist, marketer and fourth generation entrepreneur with over two and a half decades of international experience in banking, finance, real estate, and risk management.

Andrew originates from Down Under, where he was educated at Kings College in Auckland, New Zealand. His interest in the equities markets started at the age of 13, when he invested his hard-earned savings from his first job. Andrew became an entrepreneur at young age when he launched a sporting goods importing and distribution business, while studying Business at AUT University.

After spending time in Sydney, Australia Andrew obtained his real estate license and began a successful career in commercial real estate concluding over $25M in sales and leasing transactions.

In the early 2000’s Andrew’s career took a new turn when he joined HSBC as a mortgage lending manager. He later branched out on his own and established a boutique financial services firm, Waiheke Financial Services (WFS). WFS specialized in mortgage lending, concluding over $100M in finance transactions, and was later awarded New Zealand Mortgage Finance Licensee of the Year.

In 2009, Andrew immigrated to Canada with his Canadian wife Shelley and daughter Molly. After becoming a permanent resident, he gained his Life License (LLQP), and joined Sun Life Financial, where he was formally trained in the complexities of risk management and financial planning. In 2020 Andrew also obtained his Canadian Investment Funds Course (CIFC) MFDA certification.

In early 2015, Andrew established an independent, financial planning firm, AMS Financial Group. Over the next several years Andrew worked closely with successful small and medium sized business owners and high net worth executives focusing on risk mitigation and protecting their families.

Andrew believes in giving back to the community and has served on many non-profit boards including Variety Alberta, the Calgary Tennis Club, and as past president of the Crestmont Community Association. He currently sits on the board for the British & Commonwealth Business Association of Canada.

As a former competitive athlete and being a member of multiple championship winning teams in tennis and rugby, he thrives on being a team player. He still loves to compete on the tennis court, however, claims to be more of a ‘double’s specialist’ these days.

After a decade of establishing his family here, Andrew is proud to call himself a Calgarian. He describes himself as a business leader with old-fashioned values and principles. His business philosophy is based on an unwavering commitment to honesty, integrity, and high ethical standards.