SANDRA FOSTER

A leading voice in the financial services industry

Author, speaker, writer, researcher and consultant on topics affecting the financial services industry and the Canadian consumer.

Sandra Foster is a national best-selling author, popular speaker, writer, researcher and consultant on topics affecting the financial services industry and the Canadian consumer. Her practical strategies and expert guidance helps Canadians get the most for their money, and motivates today's professionals to take control of their businesses and achieve success.

She is the founder of Headspring Consulting Inc. a Toronto-based consultancy firm which provides strategic advice and research to the financial services industry. As reflected in her presentations, Sandra is both informative and entertaining, and her audiences are as varied as the topics she addresses. She empowers the audiences through the use of relevant and realistic examples, heart-warming stories and antidotes, and interactive question and answer sessions.

Foster holds the following designations: Canadian Financial Planner (CFP), Registered Financial Planner (RFP), Certified Investment Manager (CIM), Certified Human Resources Professional (CHRP), Trust and Estate Practitioner (TEP), and Fellow, Canadian Securities Institute (FCSI).

In 2004, Sandra served as the Chair of the Working Group Assessing Advisor Transition Issues under the Fair Dealing Model for the Ontario Securities Commission. She also served as a member of the Editorial Advisory Board for Advisor's Edge magazine and the Canadian Journal of Financial Planning. She is also the recipient of the 1998 CAFP Multi-Media award.

Foster served as Vice-President of a major financial advisory firm where she developed a successful financial advisory practice from 1993 to 1999 working with high net-worth families, entrepreneurs and executives. Foster holds a BA from University of Toronto and is a graduate of the University of Toronto Executive Program. Prior to that, she ran a computer consulting firm.

Highlights:

• AUTHOR of three national best-selling books:
  • You Can’t Take It With You: Common-Sense Guide to Estate Planning (5th edition, over 100,000 copies sold), the first comprehensive estate planning book and authoritative guide for Canadians
  • The Estate Planning Workbook: Makes your planning even easier to helping Canadians record and organize their documents and wishes.
  • Who’s Minding Your Money? Financial Intelligence for Canadian Investors which examines in-depth the advice, products, people and service in the financial services industry.
  • Make the Most of What You’ve Got: The Canadian Guide to Managing Retirement Income
  • Buying and Selling a Book of Business: What Every Financial Advisor and Planner Should Know
• RESEARCH STUDIES: Financial Advice in Canada
• REGULAR COLUMNIST: Costco Connections, FiftyPlus (CARP) and Advisor's Edge magazines.
• MEDIA PERSONALITY: The Globe and Mail, Canada AM, The National Post, Studio 2, Investment Executive, The Toronto Star, CP24, Macleans, The Washington Post, CBC MoneyShow, MoneySense, ROBtv, IE:Money, and more.