Sandra has 30 years experience in the Financial Industry. Born and raised in Richmond BC, Sandra entered the financial services industry in 1987. In 2000, Sandra joined RBC Dominion Securities and has earned the Senior Wealth Advisor title. Sandra achieved the Chartered Investment Manager (CIM®) designation and is among the select advisors licensed to provide discretionary investment advice. A member of FPSC, IAFP, and FEA.
Sandra has earned the accreditation of Chartered Investment Manager to provide her clients with the most sophisticated investment solutions via discretionary client portfolio management. Sandra is passionate about actively managing her clients' investment portfolios and pays particular attention to managing risk. Having developed the Lifestyle Solutions Program which allows clients to focus on their lifestyle and allow the Nass Wealth Management team to manage their financial wealth for peace of mind in knowing their objectives are being managed and monitored for results. Her extensive experience in working with business owners has acquainted Sandra with the many risks these entrepreneurs take in their business operations – this is a key consideration in the development of their personal wealth strategies.
Sandra acquired the professional and internationally-recognized financial planning designations of R.F.P.® and CFP® in 1997, and served as President of the B.C. Chapter of the Canadian Association of Financial Planners (CAFP) in 2001 and 2002. She then held the role of Co-Chair, Chapter Advisory Council for Advocis (previously CAFP) until November 2004. Her volunteer work then moved to help her children's sports and she served on the Board of Directors for Richmond Minor Hockey and Delta Islanders Jr A Lacrosse Club. Now that the kids are grown adults, Sandra is currently involved with Junior Achievement as an instructor. She dedicates her current volunteer efforts to helping high school students learn about the financial system, and investing to help them prepare for a successful financial future.
Sandra is committed to ongoing professional development in order to provide a superior level of service to her clients, helping them achieve a greater sense of financial security and peace of mind.
