Financial Advisor Reviews - Canada

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Sandi Martin

Sandi Martin is an ex-banker turned fee only financial planner. She works with regular people across Canada to figure out what they want their money to do for them and to find the simplest, smartest way to do it.

In her former career  as a banker, she spent most of her time resisting the overwhelming pressure to sell credit cards, mortgages, creditor insurance, and expensive mutual funds and instead worked with her clients to make the best financial choices with the best information possible.

She lives in Gravenhurst Ontario with her husband and 3 kids. She’s loves good food, good company, and putting things where they belong.



Sandi is an enthusiastic listener and thorough in her critical analysis and I recommend her to anyone who wants to take a personal leadership in their finances.

Sonja, Ontario

Sandi’s got a fantastic personality and engaged both the Avid (me) and the Averse (my wife) equally.

Mike, Alberta

I cannot find any aspect of our engagement during this process that I would change.

Bonnie, Ontario

It has got to be the most intimidating things in the world to open up all of your dirty financial secrets to a stranger I met on the internet. Yet, I never once felt uncomfortable during our work together.

Sherri, Ontario

Sandi met both expectations and delivered a very custom analysis factoring in all inputs I had provided, and also including some I had overlooked.

Kevin, Ontario