Sandy started her career in a Bay Street brokerage firm and now has over 20 years of experience in the investment industry. Her educational background is diverse; she holds a Bachelor of Arts (History) from the University of Toronto and her CFP® (Certified Financial Planner) designation which she has held since 1998. She has also attained her Financial Divorce Specialist (FDS) designation in 2012. After gaining a wealth of knowledge in the brokerage firm, Sandy moved to a Pension Fund Consulting firm, in a research capacity, where she worked with corporate sponsors of pension funds across Canada. Following this Sandy took a few years away from the work force to focus on her young family. In 1992 she joined Altamira Financial Services as an Investment Advisor. While there she climbed the industry ladder progressing from Investment Advisor to Supervisor of Investment Advisors, to Trainer of Investment Advisors, a position she held until she left to join TD Asset Management as a Financial Planner in 1997. In 2000 she returned to Altamira in the area of Private Wealth Management as an advisor to higher net worth clients. Her superb abilities and skills led to the appointment of Senior Vice-President of Sales and Service Nationally. After a number of years with Altamira, Sandy sought a lifestyle change, and started her search for a financial planning position in York Region. To her delight she joined the team at Independent Planning Group, Stouffville in January 2006 before being acquired by Investment Planning Counsel. Sandy is committed to client education and has organized and presented many seminars to assist clients in better understanding their many financial planning strategies and options. She loves working with people and assisting them in making the choices necessary for their financial security. Sandy’s warm demeanor and professional attitude combined with her financial planning expertise have been the driving force behind the long-term relationships she enjoys with her clients. Sandy and her husband have three terrific boys. In her spare time, she loves to read, knit and travel with her husband.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.