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."