Sandy has been a member of our team since 1996. In 2006, she became a partner of the Stouffville branch office of Independent Planning Group Inc. before being acquired by Investment Planning Counsel. She holds the Certified Financial Planner designation, a standard of excellence recognized in the financial planning profession. She is able to provide mutual funds, GICs and is an insurance agent. Over the years she has worked with her clients to create, monitor and update their comprehensive financial plan. Financial independence is not a dream, it is a decision that requires a road map. Sandy is a business graduate from the University of Windsor. Upon graduating in 1982, Sandy became part of the management –training program with a major Canadian bank. She changed course when she and her husband Paul, moved to Australia, to take advantage of a career opportunity for him. While living in Australia, Sandy became an integral part of a successful North American business start-up in Australia. After the launch, she was responsible for the financial reporting for the firm. She then took time away from the work force to focus on their two young children. Her children are now young adults, finishing their education and venturing into their careers. With more time on her hands, Sandy is now pursuing the challenge of golf, how successful she will be remains to be seen. Over the years Sandy has enjoyed spending her time volunteering in many different capacities. Currently she sits on the Advisory Board of a local children's charity, The Jennifer Ashleigh Children’s Charity. She has been involved with this great organization since 1994. Sandy’s financial planning knowledge, business management experience, commitment to education and enjoyment of people, makes her exceptional at what she does.
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.