Sandra Odgers

Sandra Odgers, CFP, FMA, FCSI

Phone Number250-729-3239
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"It's about consciously asking myself what client experience I am trying to improve. 

It's about  tapping into my imagination to think differently and divergently about what's possible. 

And it's about using my insights and knowledge to enrich the lives of my clients."

With a career in wealth management which began in 1994, Sandra brings extensive expertise and knowledge to her clients at RBC Dominion Securities.  In addition to obtaining the Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI) designations, she is most proud of her accomplishments as a trusted Certified Financial Planner (CFP).  Drawing from this vast pool of experience, Sandra is ideally equipped to provide you with financially sound and honest advice.  As a mother of two active teenagers and two energetic pups, know that Sandra fully appreciates the value of patience, consistency...all while maintaining a sense of humour!

Sandra is actively involved in the financial services industry and promotes financial planning through speaking engagements and industry related events as well as having been a subject matter expert for the RBC Wealth Management Advisory Board.  She has been a consistent advocate of continued education for herself as well as actively promoting financial literacy within the community with an ongoing commitment to the Junior Achievement program, teaching elementary and high school students the critical life lessons about saving, budgeting, realistic goal setting and investing.

Supporting her belief that true wealth management comes from fully understanding her clients' goals, values and priorities, Sandra masterfully guides clients through a comprehensive financial planning process to deliver a tailored, relevant strategy designed to satisfy immediate concerns as well as addressing longer-term considerations.

 

Jen Schofield

Administrative Assistant

Phone Number250-729-3226
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FoundHer Series

In January of 2023 Sandra had the honor of being a guest on the FoundHer Series hosted by Carrie Scollon. The podcast aims to empower women on their journey to find purpose and passion. Take a moment to learn about Sandra's journey in the financial services industry, what challenges she faced and how her experiences have helped shape how she interacts with clients to this day.

Sandra's Designations...                         And Why They Matter

Certified Financial Planner (CFP) 

The Certified Financial Planner (CFP) designation is awarded to a group of highly skilled professionals who are trained to handle the integrated holistic financial planning needs specific to Canadians.  Sandra is acutely trained to see the big picture, to see her clients' needs in an integrated fashion, and to understand the interdependencies and implications that a financial decision will have on her clients' entire financial health.  Sandra not only meets internationally recognized standards of knowledge, skills and abilities, she also follows the Standards of Professional Responsibility for CFP Professionals that assures her clients that they are working with a professional who is committed to ethically, competently and diligently helping them to achieve their life goals.  Learn more about why life is better with a CFP professional...

Financial Management Advisor (FMA)

The FMA is a prestigious professional designation awarded by the Canadian Securities Institute (CSI).  Sandra was awarded the FMA designation in 2008 after demonstrating her academic knowledge through successful completion of several investment-related courses with the CSI.

Fellow of the Canadian Securities Institute (FCSI)

Every industry has leaders - those who go above and beyond to set new standards that others strive towards.  In Canadian financial services, these people are recognized as the Fellows of the Canadian Securities Institute (FCSI).  The FCSI designation, first awarded to Sandra in 2009, is the highest honour and most senior credential in Canadian financial services.  It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.  Learn more about the FCSI designation...