Speaking and Educational Programs
Making financial topics engaging, practical and easier to understand.
Sandy Yong is a financial educator, author, TEDx speaker and thought leader who brings complex financial topics to life through keynotes, workshops, panels and educational programs.
She works with financial institutions, corporations, associations, conferences and educational organizations to create engaging experiences that help audiences build knowledge and confidence around money.
Topics I Speak About
Financial Education & Literacy
Making financial concepts approachable and giving audiences practical tools they can use in their everyday lives.
Investing & Building Wealth
Understanding investing fundamentals, getting started in the markets and developing long-term wealth-building habits.
Financial Confidence
Helping people feel more comfortable talking about money, setting financial goals and making informed decisions.
Women & Money
Exploring the unique financial challenges and opportunities women face as they build wealth and financial independence.
Financial Wellness
Practical strategies for managing money, building healthy financial habits and planning for the future.
Investor Education
Helping audiences understand investment concepts, products, risks and trade-offs.
Featured Talks
Keynote
Mastering Your MoneyMoney can be an overwhelming topic. This engaging keynote gives audiences practical strategies for taking greater control of their finances and building a stronger financial foundation.
Depending on the audience, the presentation can cover:
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Building healthy money habits
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Setting meaningful financial goals
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Investing and growing wealth
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Protecting your financial future
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Creating multiple streams of income
Available as an in-person or virtual keynote and can be tailored to your audience.
Workshop
Become a Money Master
An interactive financial education workshop designed to help participants build confidence around their money.
Participants learn how to:
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Create actionable financial goals
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Build better money habits
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Understand investing fundamentals
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Make informed financial decisions
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Develop a practical plan for their next financial steps
45 minutes + Q&A | Includes an audience worksheet
Customized Educational Programs
Not every audience needs the same conversation.
I can work with your organization to tailor a presentation, workshop or panel around your audience, objectives and level of financial knowledge.
Programs can be designed for:
Employees • Investors • Young professionals • Women • Students • Entrepreneurs • Community groups
Topics, examples and formats can be adapted depending on the audience and event.
Speaking Formats
Keynotes
Engaging presentations designed to educate and inspire larger audiences.
Workshops
Interactive sessions with practical exercises, frameworks and takeaways.
Panels & Moderation
Financial conversations that bring together experts and perspectives.
Webinars & Virtual Events
Accessible financial education for distributed teams and audiences.
Past Speaking & Media
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Selected speaking engagements and educational collaborations.
Watch Sandy Speak
TEDxRyersonU
Becoming Financially Independent
TD Direct Investing
How to Start Investing on a Budget
Globe Content Studio × Mastercard
Future in Focus: Agentic Commerce
Media Appearances
Sandy has made guest appearances on TV including Global News and CTV News to discuss various personal finance topics impacting Canadians while sharing her experience and expertise.
What Clients Say
I cannot rave enough about Sandy’s presentation to my corporate office. Her expertise & knowledge of the financial market is unparalleled and she took the time to tailor a presentation to the demographics of my team. She has a very direct approach, but she makes the content very digestible & interactive. Because of her, my team walked away with a wealth of knowledge and some solid action items to capitalize on their year! We will be having her back for more discussions on specific topics, she is a fabulous speaker & resource to any team looking to achieve their personal financial goals!
— Daniella Izzo, Aerotek
Sandy was a featured expert for a financial well-being campaign our employee well-being team coordinated during Financial Literacy Month, and her content was a great success. Sandy is easy to work with – professional, knowledgeable, & organized – and she delivered on what she promised brilliantly and ahead of schedule.
— Annastasia Lambert, Manager Employee Well-being & Disability Management at Canada Life
Sandy was the utmost professional to deal with as a speaker. She was always prompt with her communication and made coordinating her talk very easy. Sandy's interview at this year's summit was highly relevant to Canadian women and their finances. She shared many actionable steps the audience could take to feel more in control of their money. It is no surprise that Sandy’s session proved to be one of the most popular at the summit. I would not hesitate to work with Sandy again in the future.
— Maria Smith, Founder, Women Can Money Summit
Sandy did an outstanding job simplifying the complicated and often nerve-racking subject of personal finance for our youth audience, in an engaging, personalized way. They left our event with confidence in their abilities to apply the practical concepts and advice that Sandy covered regarding budgeting, in their everyday lives—with a desire to broaden their scope of knowledge even further. All in all, I would recommend Sandy Yong to anyone seeking a speaker who can discuss personal finance thoroughly, clearly, and eloquently, whilst providing actionable, step-by-step tips on how to properly handle money.
— Krish Chopra, Minister of External Affairs,The York Region Presidents' Council
Sandy was a true professional as a speaker, with prompt communication and designing a talk that would best suit our needs. I hired Sandy to give a lecture at a retirement residence where she taught our residents all about Warren Buffet, his investment profile, and his principles of investing. It was both entertaining and informative for our residents who love to learn. Sandy took the time to explain complicated investing information and made it easy for all to understand and gain something from her talk. Sandy was a pleasure to work with, a talented speaker and a gracious teacher.
— Emily Selby, Life Enrichment Coordinator, Amica Senior Lifestyles
About Sandy Yong
Financial expertise meets storytelling
Sandy Yong brings together experience in financial education, journalism, content creation and public speaking.
She's the award-winning author of The Money Master, a TEDx speaker, Certified Financial Education Instructor (CFEI), and Forbes Advisor Canada Advisory Board Member and credit card expert.
Her work has appeared across major media outlets and she has collaborated with financial institutions, media organizations and consumer brands to make financial topics easier to understand.
Here are some organizations I have spoken at:
Aerotek | How to Become a Money Master
Amica On The Avenue | How To Invest Like Warren Buffett
Canadian Freelance Guild | Are You Ready For Your Financial Year End?
Canadian Freelance Guild | Experts Panel on Tax Time 2024
Canada Life | Financial Well-Being Week
Canadian Financial Summit | Is Your LinkedIn Profile Working? Tune Up Tips For Freelancers
Canadian Financial Summit | Insights on Being a Full-Time Freelancer
Canadian Financial Summit | How To Set Up and Manage a Side Hustle
Empowered Futures | Youth's Declassified Adulthood Survival Guide
FemPeak | How to Start Investing in Stocks
Financial Phoenix Rising | Interview w/ Sandy Yong
FinConX | FinConX Breakout Session Speakers
Globe Content Studio x Mastercard | Future in Focus: Agentic Commerce
Inspire By Example | Reaching Success in Canada
Institute of Business Administration - University of the Punjab Lahore | How to Invest Safely During a Pandemic
Mohawk College | How to Become a Money Master
Raising Generational Wealth Summit | Demystifying Investing: A Beginner's Guide
RFA Bank/RFA Mortgages | How to Become a Money Master
TD Direct Investing | Webinar: How To Start Investing on a Budget
Ted Rogers School of Management | Alumni Achievement Awards
TEDxRyersonU Conference | Becoming Financially Independent
The Money Show Toronto | From Parents To Prosperity: How To Pass Down Wealth That Lasts
Women Can Money | Virtual Summit on May 11-13, 2022
York Region Presidents' Council | General Assembly: Personal Finance
Job Application
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Download Speaker Abstract
Bring financial education to your audience.
Whether you're planning a conference, employee program, investor education initiative or educational event, let's create a session that gives your audience something they can actually use.