Sandra Odgers, CFP, FMA, FCSI
Wealth Advisor & Financial Planner
Sandra’s July 2024 interview on The Love Of Purple podcast…
Click this link to hear Sandra’s July 2024 interview with Krista Kokot, the founder and host of The Love Of Purple Podcast, where they discuss Sandra’s chapter in the recently published book “The Me I Didn’t See”.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
What Clients are Saying
We have been clients of Sandra Odgers (and her assistant Jen Schofield) for a number of years and have found them to be very knowledgeable and helpful. We would wholeheartedly recommend them to anyone requiring financial advice. Most recently, Sandra's guidance and assistance in our purchase of a new home was very reassuring and enabled us to complete the deal without any financial worries.
Sandra Odgers and her team were invaluable partners in our financial planning journey. They collaborated seamlessly with our bookkeeper, lawyer, and accountant, offering clear insights that helped remove our financial fears. Sandra's expertise was evident in her ability to navigate the complex overlap between our corporation, its businesses, and our personal finances. Her thoroughness in understanding our goals, values, and priorities during the discovery process gave us the clarity and confidence to make both immediate decisions and long-term plans. With her warm and inviting demeanor, Sandra made every step of the process feel supported and informed.
Ronéi F.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Events
Will and Power of Attorney Planning (Session 1) - March 18, 2026
Understanding the Role of the Executor & Power of Attorney in BC....and how to avoid the common pitfalls!
Having a Will and Power of Attorney are key parts of any estate plan...as is ensuring that these vital documents are reviewed and updated so that they continue to reflect your wishes. And when designating who will act as your Executor or Power of Attorney, it is critical to understand what those roles really involve.
Join Sandra and her guest speaker, Phylicia Rye, Senior Trust Advisor with Royal Trust, for an afternoon of discussion of these important topics with real-life examples and tips on how to avoid the common pitfalls!
Will and Power of Attorney Planning (Session 2) - March 18, 2026
Understanding the Role of the Executor & Power of Attorney in BC....and how to avoid the common pitfalls!
Having a Will and Power of Attorney are key parts of any estate plan...as is ensuring that these vital documents are reviewed and updated so that they continue to reflect your wishes. And when designating who will act as your Executor or Power of Attorney, it is critical to understand what those roles really involve.
Join Sandra and her guest speaker, Phylicia Rye, Senior Trust Advisor with Royal Trust, for an afternoon of discussion of these important topics with real-life examples and tips on how to avoid the common pitfalls!