"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.
