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Walton Financial Group Inc. Executive Assistant
Sandy Walsh CSC, WME, CPH, FPSC Level 1
Biography & Qualifications
Sandy has completed the CSC – Canadian Securities Course, LLQP – Life License Qualification Program, CPH – Conduct and Practices Handbook Course, WME Wealth Management Essentials course and the FPSC – Level One Certification in Financial Planning.
Working as an advisor from 2007 – 2023, Sandy brings tremendous knowledge and expertise to Walton Financial Group Inc., with whom she joined in 2023.
For more than 16 years, she has dedicated her career to helping clients with financial and estate planning needs.
She graduated from Western University with a degree in science.
Specialization
Sandy is an executive assistant in the advisor support role and assists clients with daily transactions, inquiries and follow-ups.
Biography & Qualifications Sandy has completed the CSC – Canadian Securities Course, LLQP – Life License Qualification Program, CPH – Conduct and Practices Handbook Course, WME Wealth Management Essentials course and the FPSC – Level One Certification in Financial Planning.
Working as an advisor from 2007 – 2023, Sandy brings tremendous knowledge and expertise to Walton Financial Group Inc., with whom she joined in 2023.
For more than 16 years, she has dedicated her career to helping clients with financial and estate planning needs.
She graduated from Western University with a degree in science.
Specialization Sandy is an executive assistant in the advisor support role and assists clients with daily transactions, inquiries and follow-ups.
Behind the Scenes
Life Outside of Work
Sandy enjoys travelling and spending time with her family. In the winter, she enjoys downhill skiing; in summer, she loves to golf, horseback ride and spend time both on and in the water.