ABOUT BOURNE FINANCIAL GROUP

Andrew C.M. Bourne

CPA, DIFA
abourne@bournefinancialgroup.ca
514-489-6666

Andrew is a licensed Financial Security Advisor and Mutual Fund Representative with Groupe Cloutier Investments. In a prior career, Andrew was a Partner at a global accountancy firm. His specialty was in Forensic & Investigative Accounting.

Andrew graduated from Wilfrid Laurier University in 2003 with an Honours Bachelor of Business Administration, and he later obtained his Certified Management Accountant Designation (CPA) and graduated (Dean’s List) from the University of Toronto with a Diploma in Investigative & Forensic Accounting.

In his 12 years of experience in Forensic & Investigative Accounting, Andrew provided expert testimony in the Ontario Superior Court, appraisal hearings and mediations, presented at numerous conferences throughout North America, and provided Forensic Accounting Services on assignments around the world.

Andrew is the co-founder of the Montreal chapter of a fundraising organization named “Les 100 Gens qui s’impliquent” which raises money for local charities.

Richard Bourne

B.SC., CLU

Richard helped individuals, families and businesses with their insurance and investment needs for almost 40 years. At the end of 2018, Richard officially retired from his profession as a Financial Advisor and Mutual Fund Representative.
Richard graduated from McGill with a B.Sc. in 1969. In 1984, he earned the Chartered Life Underwriter designation. He was awarded the Dunstall Medal for the highest marks in Quebec.

His first employment was in the Systems Development Department at Sun Life, starting in 1969. In 1977, he moved to Sun Life’s Maisonneuve Branch and has been helping Canadians with their life insurance, savings, and retirement planning ever since. He achieved the level of Senior Vice President of Macaulay Club in 1995. (Highest production of Canadian Sun Life advisors). He was inducted into the Sun Life Hall of Fame in 1997.

For 25 years, Richard has hosted “Richard Bourne’s Free Lunch” which is an annual event to raise money for local Montreal charities. The lunch has developed into a strong Christmas tradition, attracting over 80 guests and raising over $30,000 per year for local people in need.