Wealth Advisor & Portfolio Manager
Sandra specializes in providing comprehensive, financial management
solutions for individuals, families, and businesses. She is passionate
in her belief that if you have a financial plan, you have a greater
chance of attaining your financial goals and seeing those goals become
With 30 years of experience in the financial services industry, Sandra has earned many designations including Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Financial Management Advisor (FMA). She is also a Fellow of the Canadian Securities Institute (FCSI) – a designation reserved for financial services professionals who have met the highest standards for advanced education, industry experience and ethical conduct.
With more than 20 years of specialized service in severance and retirement counseling, Sandra has assisted hundreds of employees and corporate executives through their retirement transition process. Individuals that she have assisted with severance and retirement issues include retired employees of: BC Telephone, TELUS, Lafarge Cement, Eaton’s, Procter & Gamble and HSBC.
Sandra is married with two daughters and a family dog. She is a member of the Kelowna Ogopogo Rotary Club where she has served on the Board of Directors and acted as a host parent/family to over a dozen exchange students. Sandra has also spent some time passing on her financial expertise, working with Okanagan College as a part-time specialist and the University of British Columbia, where she assisted with curriculum design and review of a new course titled, “The Professional in the Workplace.”