Troy Andersen, B.Sc., CFP, CLU
Certified Financial Planner®
President
I am a Certified Financial Planner with Desjardins Financial Security Investments Inc. and registered to offer mutual funds in the province of British Columbia.
I always get to learn so much about the people I work with so I would like to share a little about myself.
I was born in Vancouver but raised in Qualicum Beach on Vancouver Island where I graduated from secondary school with honours standing. I then moved back to Vancouver to attend the University of British Columbia where I attained my Bachelor of Science in Biochemistry and Psychology with an A average. I had aspirations of attending medical school.
In 1999 my uncle, Donald Clements, asked me to work for his newly formed company, Clements Financial to help with marketing and I have never looked back. I first completed the Canadian Securities fund course and then quickly obtained my broker’s license in insurance. I was awarded the Certified Financial Planner (CFP) designation in 2008. In 2012 I was awarded the Chartered Life Underwriter (CLU) designation. I continually read and learn as our laws constantly change so it is important to be on top of things to know how these changes affect our clients.
I enjoy working with clients of various backgrounds with varying degrees of problems to solve. What I enjoy most is helping people reach their goals.
Each person is unique which requires me to think more about the best way to attain their goals. I like the fact that my job is not monotonous.
I am an avid Rotarian and belong to the Rotary Club of White Rock Peninsula where I serve as Treasurer. Currently I live in Surrey with my family. In my spare time I enjoy reading, golfing, travelling and working out. I also like to watch our Vancouver Canucks & BC Lions steam roll their competition.