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Financial Planning

As your life changes, so do your financial goals
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Award Winning Financial Plans

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Helping You Connect the Dots

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Putting financial advice in the picture

As your life changes, so do your financial goals.
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Professional Advice, Engaging Relationships & Top Notch Results

Sandra Mews and Associates is an award-winning financial planning consultancy.

Our caring team is here to help you feel secure and confident about your financial future. We work closely with trusted partners to find the best ways to grow and protect your money, making sure your investments match your needs and goals. We know that managing a large sum of money can be stressful. Our award-winning process helps you understand where you are financially, and how to stay on track to meet your goals. We look at all parts of your financial life, including insurance, retirement, taxes, and keeping your money safe, because they all work together.

Our goal is to give you peace of mind, knowing you have a trusted partner by your side.

Honours & Awards

15 Prestigious Awards 

Most notably, PlanPlus Global Financial Planner first place. This award provides recognition to some of the top financial planners in the world based on their demonstration of outstanding financial advice with the best interests of the client clearly highlighted. 

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News & Events

We offer to groups educational sessions: here are some recent topics presented

  • Introduction to Private Capital Markets and Alternative Investing
  • Financial Planning for New Canadians
  • Estate Planning – Wills, Bills and more
  • Financial Planning for Job Loss
  • Exit Planning – How to Optimize your Business value and Retire  
  • Tax Strategies Beyond the RSP
 

Our Team Has Solutions For All of Life's Circumstances

Retire Right
Retire Right - Wendy

And for the record, I think Sandra is awesome and remain impressed by all the good work she does!

Read More » About Retire Right - Wendy
Business Owners
Business Owners – Rob Staniforth

I highly recommend Sandra and her team. Since 1994, they have provided me with direction, being a sounding board for my financial decisions.

Read More » About Business Owners – Rob Staniforth
Divorcing
Divorcing – Pauline

With her dedication and still on-going consulting and planning, I have ben­efited by making sound and difficult decisions with my financial outcome and closure on my divorce.

Read More » About Divorcing – Pauline
Job Change
Job Change - Doug

We have been clients for over 14 years, in good and bad times. You can count on Sandra Mews and Associates to be there with you and deliver results you need.

Read More » About Job Change - Doug
For Loss of Loved Ones
For Loss of Loved Ones - Sharon P.

It was a tough time, but with the help and perseverance of Sandra and her team, I have financial peace of mind. I would recommend them fully.

Read More » About For Loss of Loved Ones - Sharon P.

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These unsolicited views from clients above may not be representative of views & experiences of other investors.