Mandy Sa
Wealth Advisor
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FEA
Working together to help you achieve what truly matters to you
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As a Wealth Advisor with TD Wealth Private Wealth Management, Mandy Sa helps an exclusive group of high-net-worth families in the Montreal and surrounding area, navigate the complexities of managing significant wealth, by providing them with tailored solutions; solutions designed to meet even the most uniquely sophisticated banking, credit and wealth management needs.
As a firm believer in the value of an integrated wealth management strategy, Mandy capitalizes on the resources and expertise of the dedicated professionals within TD Wealth Private Wealth Management to meet her clients’ diverse and ever-changing needs. So whether they are looking to manage, grow, protect or transition their wealth, clients find themselves in the enviable position of having all their needs addressed through a holistic value-added approach, by a dedicated team of industry leading specialists, with Mandy as their professional liaison.
With over 10 years of experience in the financial services industry, most of which has been dedicated to managing the financial affairs of busy high-net-worth internationally minded entrepreneurs, Mandy is familiar with the oftentimes complexly intertwined wealth management considerations of affluent clients. She understands the value they place on proactive advice and responsive service, and has a relentless commitment to deliver nothing but that.
Mandy pursued her Bachelor of Commerce at the John Molson School of Business, where she graduated with distinction with a major in finance and a minor in management. Recognized as being among “la crème de la crème” of her business school, Mandy was awarded membership to the Concordia Chapter of Beta Gamma Sigma - the prestigious honour society for AACSB Accredited Business Programs, for having ranked in among the top 5 percent of students majoring in finance. In her continuous strive for excellence, Mandy went on to pursue the Certified International Wealth Manager accreditation, which is recognized worldwide as a top credential for wealth management.
Her unconventional flair and personable attitude has without a doubt been an integral part of her success. As a dynamic, hardworking and determined young lady, Mandy has proven herself to be a trusted advisor to many, time and time again. Her skills, her drive, topped off with her unwavering commitment to clients, has elicited a unique sense of loyalty from some of Montreal’s most affluent families, who refuse to deal with anyone other than their favourite banker - anyone other than their favourite Mandy.
The underlying principle is simple, she says: “I have an unwavering commitment to building sustainable long-term relationships with my clients and their families, by consistently delivering a banking experience like no other; one that combines exceptional levels of personalized service with professional and sound quality advice, all supported by the competitive breath of financial solutions uniquely offered by TD’s integrative wealth management approach."
Our Process
Your wealth management experience
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Our People
You
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Portfolio Management
Investment Advice
Private Banking
Estate and Trust Services
Wealth Advisory Services
Direct Investing
Small Business Banking
Commercial Banking
Capital Market Services
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Services
Retirement Planning
Will and Estate Planning
Investment Planning
Transfer of Wealth
Our Clients
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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