Individual_Advisor_Andrea

Andrea Medina Vera

Early Career Education Specialist

"The path to success starts early with a solid plan. I’m passionate about helping new dentists build a strong foundation to safeguard their future and turn their dreams into reality."

Andrea Medina Vera is an Early Career Education Specialist focused on supporting new dentists, dental students, and the broader dental community. With a background in financial services and business development within the healthcare sector, she holds a Bachelor of Arts in Economics. Andrea delivers educational sessions on insurance and risk management strategies tailored to early career dentists in Alberta.


Perspectives on working with dentists

Though she once aspired to be a dentist, Andrea found her passion in financial services within the healthcare industry. She understands that dentists have diverse goals and applies her financial planning expertise, outstanding client service, and relationship-building skills to help her clients achieve them.

TELEPHONE

1.800.561.9401 x 6851

EDUCATION

  • Bachelor of Arts, Economics, University of Calgary

REGIONS SERVED

  • Alberta Region

LANGUAGES SPOKEN

  • English
  • Spanish

“Start early and do not be afraid to look at your situation realistically. Build a trusted team for yourself so you can create a plan for success and reduce the stress.”

Andrea has over 5 years of experience in wealth management and financial planning, fueling her passion for ensuring professionals have the protection they need. She is also licensed as a life and accident and sickness insurance advisor who enjoys working with early career dentists to set them up for financial success.

Outside of work, Andrea is an avid hiker who enjoys the mountain trails near Calgary. She also plays guitar, loves music, and is passionate about learning. Her hobbies include listening to podcasts, knitting, and enjoying standup comedy.