Understanding
We take the time to understand your needs, dreams and aspirations.
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With more than 30 years of experience as an Investment Advisor and holding a Bachelor of Commerce (Honours) Degree in Finance, Sandy has experience in the management of tax effective income generating investments. After a seven-year career with a multinational professional services firm as an audit and tax manager, and a Financial Advisor role at a well-known North American wealth management corporation, Sandy joined TD Wealth in January 1995. Sandy is a member of the TD Wealth Private Investment Advice President's Club which is awarded to Investment Advisors who exceed business financial goals, maintain a high level of professional business conduct throughout the year, and consistently demonstrate integrity and the highest ethical standards.
As a licensed Portfolio Manager specializing in dynamic portfolio management, Sandy has been resolute and single-minded in his primary objective of delivering his clients credible investment and tax planning strategies. Helping his clients with portfolio protection is fundamental to his approach, which is based on a detailed understanding of the precise personal and professional situation, and long term financial and wealth accumulation goals - of every individual and organization he advises.
Phone
Fax
(416) 308-8725
Certificates
BA Hons
CIM®
Languages
Language(s) spoken:
English
Mandarin
Cantonese
Education
University of South Africa
We take the time to understand your needs, dreams and aspirations.
We summarize our understanding of your financial priorities to make sure you're in agreement.
Our team works together to develop a personal strategy that is designed to help you meet your goals.
We present your strategy to you for discussion and approval.
We work with you to put your strategy into action.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
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Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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