Members

Sandi Martin

Gravenhurst
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Sandi Martin

Member Bio

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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 return to solo practice. 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.

Specializations

Divorce
Financial Planning
Retirement Income Planning
Tax Planning

Designation(s)

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Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

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Education

University

Assets Under Management

Practice Size

1

Investment License

Provinces Licensed (Investment)

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