About Sandy Yong
Financial Education & Thought Leadership Consultant
I help financial institutions, fintechs and media brands create educational content and thought leadership initiatives that make complex financial topics easier to understand.
Making financial topics easier to understand
I've always been interested in the question: How can we make financial information easier for people to understand and act on?
That question has shaped my career as a financial writer, educator, speaker and content strategist.
Today, I work with financial institutions, fintechs, media companies and consumer brands to develop financial education, content and thought leadership initiatives that connect with their audiences.
My work sits at the intersection of finance, education, journalism and storytelling. I help organizations take complex financial topics and turn them into clear, useful and engaging content.
This can include developing educational content strategies, creating content franchises, developing investor education initiatives, shaping messaging, writing educational content and supporting thought leadership campaigns.
My background
My interest in financial education began from personal experience.
Early in my career, I invested in mutual funds recommended by a financial advisor without fully understanding the risks or fees involved. After losing money, I decided to learn more about investing and take greater responsibility for my financial decisions.
That experience ultimately led me to write my award-winning book, The Money Master: Inside Secrets on How to Make Your Money Grow and Stay Safe.
Since then, my work has expanded well beyond my own book.
I've worked with financial institutions, media organizations and consumer brands on financial education, editorial content and marketing initiatives. I've also written and contributed to publications and organizations including Maclean's, Forbes Advisor Canada, MoneySense and others.
I've served as a Forbes Advisor Canada Advisory Board Member and credit card expert, worked as a Managing Editor, researched Maclean's The Rich List, and created educational content for financial organizations including Canada Life, CIBC, TD Direct Investing, HOOPP and others.
I've also spoken at conferences, financial institutions, corporations and educational organizations, and I'm a TEDx speaker.
Financial education is at the heart of my work
I believe good financial education should do more than provide information.
It should help people understand their options, ask better questions and feel more confident making financial decisions.
That's why I'm particularly interested in working with organizations that want to build educational experiences that are both useful to their audiences and aligned with their broader business goals.
Whether that means developing a content franchise, simplifying a complex investing concept, creating an educational campaign or bringing a financial topic to life through speaking and thought leadership, I bring a combination of financial expertise, editorial experience and audience-focused storytelling.
Let's create better financial education
If you're looking for someone who can help shape, develop or communicate financial education and thought leadership, I'd love to connect.