Professional Services

Professional Services
 

Financial Coaching

If you are looking for help in managing your finances, I offer high-quality financial coaching to positively impact on my clients’ financial future. I understand what my clients' needs are. I guide them through a step-by-step plan to achieve their goals, including setting financial goals, creating a budget and providing accountability. I help to ensure that money isn't draining out of your pockets and you are protecting your wealth.

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Book a free 30-min consultation and let’s start working together.

Request a Meeting

Keynote Speaking

As a Professional Keynote Speaker, I enjoy educating individuals on financial literacy. I am passionate about teaching people various topics including:

  •  How to create your own self-directed financial portfolio.

  • How to earn money in real estate.

  • How to start your own business.

  • Personal finance advice for female investors.

  • How to protect your assets and your loved ones.
     

Get in touch and learn more about my Speaking services today.

Book Sandy Today

Workshops

Are you struggling to keep up with living expenses with soaring living costs? Are you looking to retire but can’t seem to put the money aside? Does managing your money overwhelm you? Learn how to overcome your fears and failures! Get on track to achieve financial success TODAY. Learn how to:

  • Take control of your emotions when managing your money.

  • Master the millionaire mindset. 

  • Learn and implement wealthy habits.

  • Learn how to create multiple streams of income.
     

Find out the upcoming events near you.

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Past Speaking Engagements
& Collaborations

  • CIBC 

  • EQ Bank

  • FinConX 2020

  • Ryerson University & Ted Rogers School of Management

  • RE/MAX Hallmark DG Group Realty

  • Sheridan College

  • TD Direct Investing

  • The 6 Initiative

  • Toastmasters International

  • University of the Punjab Lahore - Institute of Business Administration

  • York Region Presidents' Council

WHAT PEOPLE SAY

I had the pleasure of hosting Sandy at our seminar to talk more about investing in today’s uncertainty in the market due to the recent market drop. She brought a breadth of knowledge and professionalism to her presentation which allowed people with little to no experience and even more seasoned investors to learn and re-learn some fundamentals. Her experience and enthusiasm about investing brought out amazing engagement and interaction to our audience. She also presented information that allowed for quick easy actionable steps to turn any beginner to really build a strong portfolio that will last. I had also read her book, The Money Master, and recommending it to anyone who looks to build long-term financial wealth through multiple sources of income! My team looks forward to working with Sandy again in the near future!

—  Stefan Cheung, Co-Founder,
The 6 Initiative,