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”.
FoundHer Series
In January of 2023 Sandra had the honor of being a guest on the FoundHer Series hosted by Carrie Scollon. The podcast aims to empower women on their journey to find purpose and passion. Take a moment to learn about Sandra's journey in the financial services industry, what challenges she faced and how her experiences have helped shape how she interacts with clients to this day.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Sandra's Designations...And Why They Matter
Certified Financial Planner (CFP)
The Certified Financial Planner (CFP) designation is awarded to highly skilled professionals trained to handle integrated holistic financial planning needs specific to Canadians. Sandra is trained to see the big picture and understand how financial decisions impact her clients' entire financial health. She meets internationally recognized standards of knowledge, skills, and abilities, and follows the Standards of Professional Responsibility for CFP Professionals, assuring clients they work with an ethical, competent professional committed to helping them achieve their life goals.
Financial Management Advisor (FMA)
The FMA is a prestigious professional designation awarded by the Canadian Securities Institute (CSI). Sandra was awarded the FMA designation in 2008 after demonstrating her academic knowledge through successful completion of several investment-related courses with the CSI. This credential reflects her commitment to professional development and expertise in financial management and investment strategies within the Canadian financial services industry.
Fellow of the Canadian Securities Institute (FCSI)
Every industry has leaders who set new standards others strive towards. In Canadian financial services, these professionals are recognized as Fellows of the Canadian Securities Institute (FCSI). Sandra was first awarded the FCSI designation in 2009, the highest honour and most senior credential in Canadian financial services. Reserved for an elite group of experienced professionals, it recognizes advanced education, ethical conduct, industry experience, and peer endorsement.
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 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'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.
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
Events
Planning for Life's Changes: Wills, POAs & Representation Agreements
Life rarely stays the same. This seminar covers three essential legal tools to protect what matters most: wills, powers of attorney, and representation agreements. Learn how to plan ahead, ensure your wishes are honored, and give your loved ones clarity during difficult times. Whether you're starting out or updating your plan, this session provides practical guidance for every stage of life.
Market Outlook: Finding Opportunity Beyond the Noise
Market volatility and constant headlines can make investing feel overwhelming. This seminar helps you rise above the noise and focus on what matters for your long-term wealth. We'll break down current market conditions, share evidence-based strategies for staying the course, and uncover opportunities aligned with your goals. Join us for this seminar to gain clarity, confidence, and a sharper perspective on building and protecting your wealth.
Responsible Investing: Aligning Your Portfolio with Your Values
This seminar empowers you to align your investment strategy with your personal values. Explore responsible investing principles, learn how to evaluate opportunities for environmental, social, and governance impact, and discover how values-based portfolios can support both your financial goals and broader priorities.
