Sandy Cheng
About me
I believe financial wellness goes beyond numbers—it's about helping people achieve balance, clarity and peace of mind. With over 20 years in wealth management, I help individuals, families and business owners navigate the complexities of financial decisions with confidence. My approach is personal—meeting you where you are, understanding your goals and crafting tailored strategies that fit your needs.
What motivates me most is seeing my clients thrive—knowing that the plans we've built together have brought them greater security, freedom and ease in their financial lives. By taking care of the management of your investments, I aim to make life simpler, so you can focus on what truly matters.
Contact meA complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
-
October 10, 2025
Canada: Getting the wheels spinning again -
October 3, 2025
Washington is closed for business -
September 12, 2025
Let’s get cutting! -
September 5, 2025
All that glitters: gold, a preferred asset
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn more
Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
Learn moreNew life event,
new objective
