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®
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.