Member

Sandra Mann

Burlington, Ontario

Money Coaches Canada

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Sandra Mann

Member Bio

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I specialize in guiding individuals and couples who are close to retirement or are newly retired. I help clients transition smoothly from accumulating assets to balancing multiple income streams in retirement, positioning them to achieve financial independence and to sustain the lifestyle they envision.

If you are seeking personalized financial guidance, don’t hesitate to reach out. Let’s work together to achieve your financial goals and secure a fulfilling retirement.

Specializations

Financial Planning
Retirement Income Planning

Designation(s)

CPA

Compensation Models

Fee Only - Flat Fee/Project Based

Professional Associations

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Education

Masters Degree

Assets Under Management

Practice Size

2 to 5

Investment License

Provinces Licensed (Investment)

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