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Spring Plans
Financial Planner
May 01, 2019 2 years ago
DirectorFounding MemberVolunteerYear 1 Member
Bio
Sandi founded Spring Personal Finance in 2013, and in 2017 merged with JYC Financial, founded by Julia Chung & Krysten Merriman, creating Spring Plans, an advice-only financial planning firm focused on serving clients with the complexities that come with family enterprise, corporate, estate, and cross-border issues.

Sandi, Julia, and Krysten co-authored the ebook "Women & Money" in 2016, and continue to co-author and create articles and resources through industry publications and the Spring Plans website. They also founded the Advice Only Planners Forum in 2014, a knowledge sharing and collaboration network that has since come under the FPAC umbrella as a special interest group, with regular monthly meetings and peer support.
 
In 2014, Sandi began co-hosting the Because Money podcast, which ran for six seasons (but no movie), and co-founded AutoInvest.ca, a free online tool sold in 2017 that helped Canadians determine the best robo-advisor for their unique situation, which she sold in 2017.

Sandi is a dedicated volunteer and Executive Board Member with the Financial Planning Association of Canada, and with the District of Muskoka's annual tax clinics.
Personal Information
844-498-3397
Female
Undergraduate
Employer Information
Spring Plans
ON Canada
844-498-3397
Practice Information
Financial Planner
15
None
2-5
Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly
Corporate Financial Planning Corporate Tax Planning Crossborder Planning (US/Canada) Divorce Estate Planning Financial Planning Insurance Planning Retirement Income Planning Succession Planning Tax Planning