Andrew Broadhead, CIM

As Director of Investment Communications & Research, Andrew drives content strategy and execution across multiple channels, ensuring clarity, engagement and measurable impact for financial institutions. His current focus includes integrating AI into marketing workflows and guiding teams through change management. He’s especially interested in how firms adapt to new technologies while maintaining strategic clarity and brand consistency.

Andrew is a strategic leader in financial services marketing and co-author of The Ascendant Advisor, a practical marketing guide for financial professionals that has been used across the advisor community and beyond. The book’s success led to the development of a companion course for the Canadian Securities Institute, extending its influence across the industry.

Andrew’s previous experience spans diverse in-house roles, from back-office operations to creative work at one of the world’s largest investment managers, Invesco Ltd.

Outside of work, Andrew sharpens his focus by cycling his single-speed bike through Toronto’s busy streets.