Sandi Martin is an ex-banker turned fee only financial planner. She works with regular people across Canada to figure out what they want their money to do for them and to find the simplest, smartest way to do it.
In her former career as a banker, she spent most of her time resisting the overwhelming pressure to sell credit cards, mortgages, creditor insurance, and expensive mutual funds and instead worked with her clients to make the best financial choices with the best information possible.
She lives in Gravenhurst Ontario with her husband and 3 kids. She’s loves good food, good company, and putting things where they belong.
Carrick on Money Video Series
Sandi was interviewed by Rob Carrick at the Globe and Mail for the Carrick Talks Money series. The first video is called How a financial planner can lighten your load and is a great place to start if you want to know more about Sandi’s approach to financial planning.
This introductory package provides a high level overview of your current financial health, identifies any trouble spots, and is designed as the first step in creating a personalized plan of improvement.
If you are new to financial planning, this is a perfect place to start.
This complete plan dives deep into all of the details of your financial life, identifies any areas of concern or inefficiency, is designed to give you a decision-making framework and specific action plan for the future.
Comprehensive plans range in price from $2,000 to $4,500 depending on scope and complexity. Most retirement plans start at $3,000
Designed so that we can continue to work together in a structured way as you implement your plan, including regularly scheduled review meetings and unlimited email access.
Plans range from $65-$250/month depending on the level of support you need. Most clients choose quarterly meetings at $190/month
Figure out what you want your money to do for you, and find the simplest, smartest way to do it.
Just like these clients did.
Sandi is an enthusiastic listener and thorough in her critical analysis and I recommend her to anyone who wants to take a personal leadership in their finances.Sonja
I cannot find any aspect of our engagement during this process that I would change.Bonnie
Sandi met both expectations and delivered a very custom analysis factoring in all inputs I had provided, and also including some I had overlooked.Kevin
Sandi’s got a fantastic personality and engaged both the Avid (me) and the Averse (my wife) equally.Mike
It has got to be the most intimidating things in the world to open up all of your dirty financial secrets to a stranger I met on the internet. Yet, I never once felt uncomfortable during our work together.Sherri
Co-host of the Because Money Podcast
Smart conversations about money in Canada