What can we help you with?

What can we help you with?

All team members are showing and displaying all team specialties. L’ensemble des membres de l’équipe et leurs spécialités s’affichent.

Sandy Chen

CFP® , CLU®

Financial Planner*

Mutual Fund Investment Specialist**

As a CFP/CLU professional, Sandy specializes in retirement income planning and estate planning, as well as business financial planning for small business owners. Sandy helps her clients focus on achieving their long-term financial goals through a simple and consistent financial planning process, so they can live life confidently with financial peace of mind.

Location

North York

Email

Alda Pereira

Associate Insurance Agent

Location

North York

Email

Alex Yao

Associate Insurance Agent

Location

North York

Email

Celine Peng

Associate Insurance Agent

Location

North York

Email

Nada Khedr

Mutual Fund Investment Specialist*

Mutual Fund Investment Specialist**

Location

North York

Email

*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.

**Offering mutual funds through Co-operators Financial Investment Services.