Julia Chung, CFP®, CLU®, FEA, TEP

Partner, Sr. Financial Planner

Specialties:
Retirement Planning
Private/Family Business
Cross-Border Planning

Sandi Martin, BA, CFP®, CFDS™

Partner, Financial Planner

Specialties:
Retirement Income Planning
Family Goal Planning

Kathryn Mandelcorn, FMA, PFP®, QAFP™

Cash Flow Strategist

Specialties:
Money Coaching
Cash Flow Planning

Darryl Brown, CFA®, BComm

Portfolio Strategist

Specialties:
Investment Consulting
Portfolio Analysis

Meet the whole team

Connect with us

Working with Sandi was everything I hoped for. I felt like you got to know me well and very quickly. I feel like your recommendations reflected my current reality as well as my personality. That is, you didn’t recommend things that I would never commit to.

After going through this process, I feel like I have a much better understanding of my financial picture. I so wish that I would have done this years ago!!

H. Bellerose

Having an impartial 3rd-party review our entire financial situation is one of the best business decisions my wife and I have made. We consider Julia our personal CFO and have incorporated her services into all aspects of our financial lives.

There’s no pressure to purchase any investment or insurance through her or any associate she has introduced us to; but rather an assessment and guidance on plans we have for the future.

C. Dewar

Well, it’s been a year since we came to see you last and enacted our plan and we are writing to tell you that we are DEBT FREE on November 1ST ON SCHEDULE!!!

Coming to see you, using your services, was the best decision we ever made as a couple. We can’t thank you enough. We couldn’t have done any of it without you. Thanks, Kathryn.

K. & J. Shorrocks

Our Process

What We’re Writing

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