Skip to main content

Mandy Sa

Wealth Advisor

  • CIWM

Working together to help you achieve what truly matters to you

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."



Toll Free: (866) 363-0391
Branch Office: (514) 289-0391


English, French

Behavioural Finance 
Uncover what drives your decisions

BF Magazine Banner.JPG 

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.


You have questions, I have answers. Let's have a quick chat.

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.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?