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Sandra Yaquo, Financial Advisor

FINANCIAL ADVISOR
Sandra Yaquo

CEA®, DFSA™
411 Huronia Road, Unit #3, Barrie, ON L4N 9B3opens in a new window
CallSend Me a Message

Focus Areas

  • Estate and legacy strategies
  • Intergenerational planning
  • Sustainable Investing
  • Divorce finances
  • Special needs financial considerations
  • Retirement savings strategies

About Sandra

If you’ve worked hard throughout your career, if you’re sandwiched between aging parents and growing children, if protecting your family, estate and legacy goals are paramount to you, you deserve a partner who will work tirelessly on your behalf. As your financial partner, coach and trusted advisor, I’ll oversee every aspect of your financial needs so that you can do what you do best and leave the rest with us.

As a financial advisor serving Barrie and Simcoe County, I specialize in serving business owners, executives and first responders with strategic planning and advice. For all my clients, my practice...

Work History

  • Edward JonesSeptember 2019 to Current

Personal Interests

  • Animal Rescue
  • Community Outreach
  • Social Responsibility
  • Spending Time with Family
  • Reading

Team Members

  • Michelle Fraser
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(705) 726-8801

Fax

(866) 587-0044

Office Address

411 Huronia Road
Unit #3
Barrie, ON L4N 9B3opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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