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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.
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.
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.
Personal Details
Interesting Facts
- Sandy volunteers at the Ryan’s Hope St. breakfast program
- She is on the WORA Board of Directors – Township Of Oro-Medonte
Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
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Contact
Toll Free: 1.877.733.5207
Office: 705.733.5200
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Address
126 Wellington Street West #202 Barrie, ON L4N 1K9
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