Sandi Rossi, Portfolio Manager

Sandi Rossi is a Portfolio Manager at Cardinal Point. Sandi has gained significant advisory and supervisory experience since entering the financial services industry in 2001. She began her career with ScotiaMcLeod working for one of their largest brokers. She later moved on to CIBC Wood Gundy where, in addition to servicing clients, she handled most of the branch compliance. Sandi also worked on CIBC World Markets’ retail brokerage advisory desk where she covered income trusts and options and was a member of CIBC Wood Gundy’s Guided Portfolio Investment Committee. She is both a Chartered Financial Analyst and a Derivatives Market Specialist. Sandi has completed all three levels of the Chartered Market Technician program. Sandi holds a Bachelor of Commerce degree from Concordia University where she majored in Finance.

Copyright © 2018. Cardinal Point Wealth Management, LLC, Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management Inc. All Rights Reserved.