Sandy Kosak

Sandy earned his Bachelor of Commerce from the University of Windsor in 1992 and returned to complete his MBA in 2000. Since beginning his career, he has held diverse roles across the financial services sector, including personal, small business, and professional banking. These experiences have equipped him with a deep understanding of clients’ needs from multiple perspectives.

Since 1998, Sandy has built a loyal client base by prioritizing their goals and interests above all else. He takes care to explain financial solutions clearly, ensuring clients feel confident and informed. Over the past two decades, he has guided his clients through turbulent market conditions, helping them stay focused on long-term objectives while remaining flexible to short-term changes.

Sandy is ready to collaborate with clients to develop a personalized financial plan that covers retirement, estate planning, insurance, and investment strategies.