Profile Photo
Spring Plans
Financial Planner
May 01, 2019 9 months ago
CFP (Canada)
Director
Bio
Sandi founded Spring Personal Finance in 2013. In 2017, she merged her practice with that of Julia Chung & Krysten Merriman to co-found Spring Plans, an advice-only financial planning firm focused on helping people understand what they want their money to do for them, and finding the simplest, smartest ways to do it. Today, Spring Plans boasts a robust team of financial experts and professional support staff. The Spring team also created the Advice Only Financial Planners' Forum, a knowledge sharing & collaboration network.

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. In 2014, Sandi co-founded AutoInvest.ca, a free online tool (sold in 2017) that helps Canadians determine the best robo-advisor for their unique situation.

Sandi is the longtime host of the Because Money podcast. Since 2013 she and her cohosts have been having real conversations about money, encouraging ordinary Canadians to open up about personal finance.

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
14
None
2-5
Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly
Financial Planning Retirement Income Planning