Sandra Nass has been my financial planner for over 30 years with good reason. I have total faith in her financial acumen, and over the years, my portfolio has made substantial gains with Sandra at the helm. She is knowledgeable, responsive, honest and hard working. I’ve referred Sandra to many family members and friends because of this, and they too are thrilled with her work. Sandra also manages my daughter and son-in-law’s portfolio and appreciates the challenge of family dynamics with humour and integrity, as she shapes our financial growth into dynamic portfolios.
In the last few years, Sandra Nass and her team have overseen the estate of our family business, helping us to navigate the tax complexities and saving us thousands of dollars. We will always be grateful for her time and perseverance in dealing with this challenge.
Above all, Sandra is a caring, thoughtful person and this shines through in her work ethics. She genuinely is interested in our family; she is a talented advisor and a charitable human being. And she wears really nice shoes!
Patricia S.