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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
EmailNada 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.