Sandor joined Integrated Wealth Management as an Advisor in March 2019. He embraces the company’s vision and business model of providing a fully independent wealth management service. Sandor consulted to Integrated Wealth Management starting in 2009, became a client in 2011 and is now an advisor with the firm.
Sandor graduated with a Bachelor of Commerce from the University of Calgary in 1997, competing for the Dinos Men’s Basketball team for 5 years. He is currently working toward the internationally- recognized Certified Financial Planner designation (CFP) professional designation.
Sandor was an independent management consultant and contractor for over 15 years, consulting to many industries including wealth management, technology and accounting firms. His collaborative consulting methods and analytical mindset translate naturally to working with IWM Client Families. And entrepreneurs we serve will benefit from an Advisor who can help grow both their personal wealth and business value.
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Sandor joined Integrated Wealth Management as an Advisor in March 2019.