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Sandy Chen
CFP®
Financial Planner*
Mutual Fund Investment Specialist**
Sandy is a Certified Financial Planner (CFP) with extensive knowledge of Canada's personal finance and tax system. She specializes in helping small business owners and self-employed professionals with their unique financial needs, including:
1. Commercial general liability insurance to protect their businesses from potential legal claims.
2. Financial planning. Sandy is passionate about helping clients achieve financial success through a simple and consistent financial planning process.
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.