Andrew Broadhead

Andrew Broadhead

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location of Andrew BroadheadToronto, Ontario, Canada

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  • Timeline

  • About me

    Director of Investment Communications & Research | Co-author of The Ascendant Advisor

  • Education

    • Canadian Securities Institute

      -
      Chartered Investment Manager
    • University of King's College

      -
      BA (Combined Honours)
    • Dalhousie University

      -
      BA (Combined Honours), Philosophy & Contemporary Studies
  • Experience

    • Invesco Canada

      Jan 2007 - Jan 2010
      • Intermediate Writer, Marketing Communications

        Jan 2008 - Jan 2010
      • Writer, Marketing Communications

        Jan 2007 - Jan 2008
    • Ext. marketing

      Jan 2011 - now

      As Director of Investment Communications and Research, I manage a multi-disciplinary team of in-house and freelance communications and research professionals. I apply long-term, strategic thinking to create sustainable processes, champion cutting-edge research and reinforce my commitment to top-tier solutions. I’m creating opportunities to use ChatGPT in our marketing and investment communications workflows that boost efficiency and protect client information. Having built strong connections throughout the industry over the past 20 years, I support current relationships and forge new ones. I’m expanding Ext.’s Bloomberg and research capabilities to add value to marketing and investment communications projects. Show less

      • Director of Investment Communications & Research

        Jan 2022 - now
      • Head of Content

        Jan 2017 - Mar 2022
      • Communications Manager, Financial marketing + Investment communications

        Jan 2013 - Jan 2017
      • Senior Writer, Financial marketing + Investment communications

        Jan 2011 - Jan 2013
    • The Ascendant Advisor

      Jan 2021 - now
      Co-author of The Ascendant Advisor

      The Ascendant Advisor provides financial and insurance advisors with marketing and content strategies they can easily use to grow their businesses. The Ascendant Advisor empowers advisors to:*Produce fresh, attention-grabbing content with ease, 52 weeks a year.*Attract more clients via “storytelling.”*Ensure your website is not only functional, but an informative tool that people want to visit.*Deepen relationships with your best clients.*Uncover what is at the heart of your success.*Write faster, with both grace and precision.*Leapfrog over your peers and competitors who still do not understand content.*Build another layer of protection from market downturns.*Cut through the clutter and focus on what works best for you. Show less

  • Licenses & Certifications

    • HootSuite Professional Certification

      Hootsuite
    • Certified Investment Manager

      Canadian Securities Institute
    • Portfolio Management Techniques

      Canadian Securities Institute
    • Canadian Investment Funds Course

      IFSE Institute
    • Exempt Markets Proficiency Course

      IFSE Institute
    • Professional Financial Planning Course

      Canadian Securities Institute
    • Canadian Investment Funds Operations Course

      IFSE Institute
    • Canadian Securities Course

      Canadian Securities Institute
    • Investment Management Techniques

      Canadian Securities Institute