Andrea Saffrey-Lewis has built her career by forging strong relationships. She’s driven by a desire to help advisors increase their success as they help their Clients achieve their goals. Her approach is to bring clarity to complex casework while offering actionable solutions.
As a certified business coach, Andrea helps advisors set goals, develop plans and implement strategies to hold themselves accountable. With more than 25 years in the insurance industry, she has received her LLQP and Canadian Life Insurance taxation certifications and is working towards her CLU designation.
As a Regional Sales Director, Andrea focuses on providing education and support in the areas of practice management, marketing, and sales ideas, as well as training in complex case work and product knowledge.
Andrea specializes in casework in the mid to high net worth space. She finds great satisfaction in offering solutions for difficult cases. She also values the relationship she builds with advisors. Andrea knows what a huge difference an advisor can make in a Client’s life, and that’s all the motivation she needs.