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Meet Sandra Joe

Born and raised in Vancouver, Canada, I come from a Financial Planning family, where I was exposed to talking about money from a very young age. With my mom as a Certified Financial Planner (CFP), and my brother as a CPA and CFP, we learned the importance about financial education early in life. 

In 2013, I moved to Melbourne, Australia where I began my career in Finance. I completed my CFP in 2019 and was working as a Financial Planner for High Net Worth clients, when the pandemic hit in March 2020, and I was forced to move home to Canada because of my Immigration Status.

Coming back to Canada meant that I had a chance to reassess my career path, and I realized that my passion lies in coaching the younger generation of Wealth Accumulators into having better money management, clear financial goals, and the expertise to helping them achieve a life of their dreams. 

 

I quickly realized that working in the corporate world wasn't for me. I was more passionate about creating impact for the lives of many, than creating profits for my boss.

One of the main reasons I created this business of Financial Coaching, was because I quickly realized that working in the corporate world wasn't for me. I was more passionate about creating impact for the lives of many, than creating profits for my boss.

In 2017 & 2018 I had the most challenging financial situation of my life. I pulled myself out of a separation, where I spent thousands of dollars on legal fees, and resulted in a settlement that left me with a large amount of debt. It took me nearly two years to pay off, and I realized during this experience that there were so many other people who required support and guidance with their finances, regardless of their relationship status. I had learned and developed skills and expertise during this time, that I would not have learned, had I not gone through this myself, and I felt it was important to provide support and coaching to people in need.   

When I returned to Canada in March 2020, I knew this was my chance to create something new. To create a coaching business that couples my experience as a Financial Planner, with my Personal Development Training that I learned through 4 years in Network Marketing and attending several events.

I truly believe that financial literacy is among one of the most sought after skills, yet very few people are teaching it.

 

Our generation of millennials (I know, I dislike that word too), are looking for solutions to get themselves out of debt faster, save for emergencies and build their future through investing and property. The problem is, a lot of them don't know how and are winging it every month, with no clear plan or structure to get them to their dream life. This is where I come in. I work with individuals and couples who are ready to make their finances a priority, who are ready to stress-less every time they open their online banking and who are ready to envision their future because they have a clear plan to achieve it. 

If this sounds like you, then let's have a chat. If you're ready to take control of your financial future, learn the fundamentals about money, and learn how to grow your wealth so you can say YES more, then book a free consultation call with me. 

The time is now. No results are achieved without action. 

BY HAVING CONFIDENCE IN YOUR FINANCES, YOU CAN SPEND LESS TIME WORRYING ABOUT MONEY AND MORE TIME DOING THE THINGS YOU LOVE MOST.

Sandra Joe

SANDRA'S CREDENTIALS

2021 Certified Transformational Coach |  Online, Addicted2Success
2019 Certified Financial Planner CFP® |  Online, Financial Planning Association of Australia
2017 Advanced Diploma of Financial Planning |  Monarch Institute, Australia
2015 Diploma of Financial Planning |   Monarch Institute, Australia
2012 Bachelor of Commerce in Entrepreneurial Management |  Royal Roads University, Canada
2010 Diploma of Business Management |  British Columbia Institute of Technology (BCIT), Canada

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