Sandra Cramen, BA, CFP

Investment Advisor & Financial Planner

250-712-2162 | Email me
250-712-2120 | Connect
1-800-756-2211

Sandra has enjoyed a career in the Financial Services Industry for more than 25 years. Along the way she gained experience working in Retail Banking, Income Tax Preparation, Estate & Trust Administration, and Investment Management which culminated with her finding the ideal role as a Financial Planner and Investment Advisor over 20 years ago.

In addition to a Bachelor’s Degree in Economics from Simon Fraser University, Sandra earned the Certified Financial Planner designation just prior to the birth of her daughter in 1999. She met her husband of 28 years at SFU, and they both enjoy these same designations, building careers that provide great fulfillment.

Sandra often refers to herself as a ‘nerdy’ numbers girl and she certainly enjoys helping her clients feel in control of their financial life. Whether it be assisting someone getting ready to retire, helping another through the loss of a loved one, reassessing ones goals after the mortgage is paid off, or just living with the ease of not worrying about money – Sandra is there to help guide ‘her people’.

Creating a dynamic goal plan is key to going on a wild adventure, purchasing a classic car or taking the extended family to Disneyland.    What do you have on your Bucket List?     You might want to have Sandra working beside you to assure that you accomplish your goals by minimizing your income tax bill and creating an investment strategy that suits your tolerance for risk, yet ensures that you have the funds to realize your dreams.

Why not give Sandra a call to book an exploratory meeting.

Darcy Griffith

Associate

250-470-4783 | Email me
250-712-2120
1-800-756-2211

Darcy joined Cramen Wealth Management August 2018. She brings tremendous knowledge and expertise to the roll with more than thirteen years of experience at RBC Dominion Securities. She was awarded the RBC Performance Award Cruise in 2015 for exceptional customer service. Darcy has drawn on her wealth of knowledge related to the importance of client service, from her eight years of experience in retail management and 10 years of experience as a branch manager at an industrial catering company.

Darcy’s positive and friendly attitude, make her an invaluable team member focused on delivering the highest level of service. She is often your first point of contact and her depth of knowledge helps to ensure that you receive timely and helpful information related to your accounts.

Darcy grew up in Chilliwack, B.C., lived for eighteen years in Calgary, AB., but has called Kelowna home since 2001. When not at the office, you may find her spending time with her two daughters or enjoying visits with family and friends. She enjoys writing, music, theatre & yoga. You might also see her downtown at Prospera Place, supporting the Kelowna Rockets Hockey Club and many of the other concerts and events at the Arena.