With over 25 years of experience in banking, financial planning and investment management, Sandra has the background and expertise required to provide superior financial advice and service. She has received the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI), a designation that is considered the hallmark of industry excellence.
Sandra works with professionals, business owners, retirees and families to create financial plans that help them achieve their goals. She recognizes that money is merely a means to an end. It's about having the financial security to enjoy your success, spend time with family and create memories that last for generations.
Sandra's commitment to you starts with your first meeting – an in-depth discussion about your life goals, your personal financial goals and your future needs. After this initial consultation, Sandra will create a customized financial and investment plan to meet your specific objectives. Regular meetings and reviews will ensure that your plan is continuously monitored and always up to date.
Sandra has built a reputation among her peers as someone with strong values and integrity and who is committed to her clients best interests at all times. Sandra's conservative financial planning and investment philosophies have attracted a wide variety of clientele. Sandra's business is constantly growing through referrals from existing clients, RBC bank colleagues and other professionals.
Sandra is an active community volunteer and mentor with the University of Victoria MBA program, encouraging young women to pursue their dreams in business. In her spare time, Sandra is an avid golfer and enjoys travel. Her pride and joy is her daughter Sydney who will be attending University to pursue her degree in neuroscience.
"I have been successful in my business by working hard and being committed to my clients' long-term success" -Sandra