
Andrew Broadhead

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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 2010Intermediate Writer, Marketing Communications
Jan 2008 - Jan 2010Writer, Marketing Communications
Jan 2007 - Jan 2008

Ext. marketing
Jan 2011 - nowAs 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 - nowHead of Content
Jan 2017 - Mar 2022Communications Manager, Financial marketing + Investment communications
Jan 2013 - Jan 2017Senior Writer, Financial marketing + Investment communications
Jan 2011 - Jan 2013

The Ascendant Advisor
Jan 2021 - nowCo-author of The Ascendant AdvisorThe 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
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