Sandi Martin, Ba, Cfp® work email
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Sandi Martin, Ba, Cfp® personal email
Sandi is the Executive Director of the Muskoka Community Land Trust, a nonprofit that stewards community assets for community good, including permanently attainable housing. Sandi continues to practice as an advice only financial planner, and works with select clients by referral only. Sandi left retail banking in 2013 to found Spring Personal Finance, which merged with JYC Financial in 2017 to form Spring Planning Inc. In 2023 Sandi left Spring to join the Land Trust, while returning to solo practice to continue serving her longstanding clients. In 2014, Sandi began co-hosting the Because Money podcast, which ran for six seasons (but no movie), and co-founded and subsequently sold AutoInvest.ca, a free online tool that helped Canadians determine the best robo-advisor for their unique situation.Sandi co-founded the Advice Only Planners Forum in 2014, a knowledge sharing and collaboration network. In 2017, Sandi joined the FPAC launch team and served on the Executive as Secretary until 2023. She was instrumental in bringing the Advice Only Planners Forum under the FPAC umbrella, where it carries on as a special interest group with regular monthly meetings and peer support.
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HostReady...Set...MoneyGravenhurst, On, Ca -
Executive DirectorMuskoka Community Land Trust Apr 2023 - PresentMuskoka, Ontario, CanadaThe Muskoka Community Land Trust is a nonprofit dedicated to place-based, sustainable solutions to local needs, including housing, food security, social enterprise, and community spaces. Founded in 2021, we are committed to acquiring and stewarding land for public good, building permanently attainable shelter, and promoting community health and well-being while minimizing the environmental impact of construction and operation. -
Advice Only Financial PlannerSandi Martin Financial Planning (Formerly Spring Personal Finance) Apr 2023 - PresentVirtual Across CanadaAdvice only financial planning equips you to make informed decisions about your money. I work with a select group of clients, by referral only. -
Partner, Advice-Only Financial PlannerSpring Financial Planning Apr 2017 - Apr 2023Gravenhurst, Ontario, CanadaWe provide conflict-free financial planning services to Canadians. With experienced professionals with education in investing, insurance, tax, banking, family enterprise, succession planning, and much more, we help you design your finances around your life. We do not manage wealth, sell products or accept referral fees. We create pathways of understanding through the chaos of financial complexity. -
Co HostThe Because Money Podcast Nov 2013 - Feb 2020Creator & co-host of the only ad-free podcast about money in Canada. -
Co-FounderAutoinvest.Ca Nov 2014 - Apr 2017Gravenhurst, OntarioAutoinvest.ca started out as a public Google sheet to calculate the all-in costs of the newly-minted Canadian robo-advisors, so that people navigating between the different companies could fairly compare the cost of portfolio management that was online, at least partially automatic, and with no or very low account minimums.In 2016 the Google sheet was retired, and autoinvest.ca was built with added points of comparison and a calculator that users didn't have to politely take turns with.
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Founder, Advice Only Financial PlannerSpring Personal Finance Jan 2013 - Apr 2017Gravenhurst, OntarioI have returned to solo practice as Sandi Martin Financial Planning in 2023, and work with regular Canadians across the country to answer questions about money. Sometimes the questions are tightly focused on one particular issue, like: "Should I take the lifetime pension or the lump sum?" or "What am I invested in?" or "Should I contribute to an RRSP or a TFSA?" Sometimes the questions are as broad as: "Can we retire?" or "We make good money, so where does it all go?" or even "Am I doing okay?"Our work together can be as simple as a series of conversations and emails, or as complex as multi-step financial planning reports, spreadsheets, and checklists. It all depends on the kind of questions you're asking.
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Sr Financial Services Representative, InvestmentCibc Apr 2005 - Dec 2012I worked with core personal and small business clients to identify their actual needs and build lasting and practical client relationships, despite the constant pressure to concentrate exclusively on product sales.A typical banking week involves 25 sales calls a day, two team meetings, three sales progress reports, and multiple appointments to service personal, business, and estate accounts, sell mutual funds and credit cards, open loans and lines of credit, and build mortgage applications, while still finding time to discuss low-cost investing, debt reduction, and smart, meaningful spending with clients (and defend it as time well spent to management).
Sandi Martin, Ba, Cfp® Education Details
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Hon. Ba
Frequently Asked Questions about Sandi Martin, Ba, Cfp®
What company does Sandi Martin, Ba, Cfp® work for?
Sandi Martin, Ba, Cfp® works for Ready...set...money
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Sandi Martin, Ba, Cfp®'s current role is Host.
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Sandi Martin, Ba, Cfp®'s email address is sa****@****lans.ca
What schools did Sandi Martin, Ba, Cfp® attend?
Sandi Martin, Ba, Cfp® attended York University.
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