Andrea Love

Examiner
DISC Type : cs

President & Chief Executive Officer at Legacy Private Trust

Toronto, Ontario, Canada

Overview

Andrea Love is the President and CEO of Legacy Private Trust, specializing in managing trusts and estates for high-net-worth families. With a B. Ed. from Lakehead University, she has progressed through key roles including COO and President. She is also a Section4 Certified Storyteller and a qualified Trust and Estate Practitioner (TEP).

Andrea is actively involved in community and professional organizations, serving as a board member for the Ontario Association of Cemetery and Funeral Professionals (OACFP). She contributes to industry discussions through articles and podcast appearances, advocating for better estate planning literacy among Canadians.

She frequently speaks on the complexities of being an executor, noting the role involves managing around 160 different tasks over an average of two years.

Personality Overview

Late Adopter

Unexpressive

Process Oriented

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Estate Administration
As CEO of a private trust, she focuses on the complexities of estate planning and the vital role of professional trustees, publishing articles and speaking on the topic.
Legacy Planning
Featured in a podcast on "Family Dynamics, " she frequently discusses the importance of planning and ensuring a family's legacy is protected.
Bereavement Sector Advocacy
Serves on the Board of the Ontario Association of Cemetery and Funeral Professionals (OACFP), showing a commitment to the industry's standards and practices.

Media Appearances

Find an Advisor – Andrea Love (Legacy Private Trust President & CEO). Featured in The Globe and Mail

See Now

Work History

6-2022
President & Chief Executive Officer at Legacy Private Trust
9-2018
President at Legacy Private Trust
1-2016 - 8-2018
Chief Operations Officer at Legacy Private Trust

Education

Education details unavailable from Ivey Business School at Western University
B.Ed. from Lakehead University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Toronto, Ontario, Canada Job Level : Leadership Designation : President & Chief Executive Officer at Legacy Private Trust
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Insights For Selling To Andrea

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrea is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Andrea

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Andrea move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Andrea take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Andrea

Personality Compatibility


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