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

Some things you didn't know about Sandy:
  • Sandy volunteers at the Ryan’s Hope St. breakfast program
  • She is on the WORA Board of Directors – Township Of Oro-Medonte

Have Questions?

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