Sandi Kallal, CIM, CFP^®, MBA

Location
Calgary, Alberta

Sandi started her career in retail banking and progressed through a range of positions until finding her way to financial planning and wealth management. She began at a full-service brokerage firm, then moved to Doherty & Bryant Financial Strategists (now CWB Wealth). Today, she provides comprehensive financial planning services for a variety of client situations. Notably, she offers wealth management strategies to help clients achieve their financial goals. Sandi holds current memberships with the Canadian Institute of Financial Planners, FP Canada, and the Institute of Advanced Financial Planners.