I enjoy listening to people and learning what’s important to them. I believe there is something I can learn from everyone I meet. In return, I believe there is something I can do for others. From a smile to brighten someone's day to helping someone articulate their goals and partner with them on their financial journey.
I work with single women, families, and small business owners by understanding their goals and needs, creating personalized financial strategies, and checking in regularly to assess and update as needed.
I started in 2010 working in support roles at bank-owned securities firms. From working with investment advisors, I realized I wanted to help clients in a more direct manner and completed courses to work towards this goal.
My husband and I moved from Edmonton to Vancouver Island in 2008. We have two dogs, Fred and Barney, and a cat named Spencer.
When you are ready to determine where you are on your financial path, I would love to hear from you. Please call me at the office at (250) 384-8722 or email me at [email protected]. I look forward to hearing from you.
Phone NumberSandra Day at (250) 384-8722
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