Sandi Martin

CFP®, CFDS™, FEA, BA
Financial Planner, Sandi Martin Financial Planning
Areas of Specialty: Retirement Planning, Investment Policy, Planning for Young Families

Sandi is an advice only financial planner, and currently works with select clients by referral only.

Sandi left retail banking in 2013 to found Spring Personal Finance, which merged with JYC Financial in 2017 to form Spring Planning Inc. In 2023 Sandi left Spring to return to solo practice.

In 2014, Sandi began co-hosting the Because Money podcast, which ran for six seasons (but no movie), and co-founded AutoInvest.ca, a free online tool designed to help Canadians determine the best roboadvisor for their unique situation.

Sandi co-founded the Advice Only Planners Forum in 2014, a knowledge sharing and collaboration network. In 2017, Sandi joined the FPAC launch team and served on the Executive as Secretary until 2023. She was instrumental in bringing the Advice Only Planners Forum under the FPAC umbrella, where it carries on as a special interest group with regular monthly meetings and peer support.

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