Sandra Foster

Sandra Foster is the President of Headspring Consulting Inc. and offers discreet fee-for-service advice and consulting services to firms, employers, individual Canadians, and advisers. She is a national best-selling author, popular speaker, admitted expert witness on buying and selling financial books, and consultant. Prior to setting up Headspring Consulting Inc., Ms. Foster was a vice-president and financial adviser with a successful practice and taught economics at community college.

Sandra is the author of a number of national best-selling books. The 6th edition of You Can’t Take It With You: Common-Sense Estate Planning for Canadians will be released in the fall of 2016.  Other top books include Make the Most of What You’ve Got: Managing your Retirement Income, Who’s Minding Your Money: Financial Intelligence for Canadians, a study of the financial industry, the Estate Planning Workbook, and Buying and Selling a Book of Business: What every financial advisor and planner should know. She believes in personal Financial IntelligenceTM.  She is quoted in the media as an expert on personal finance – with emphasis on both the personal and the financial.

Sandra holds a number of designations, which currently include the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Trust and Estate Practitioner (TEP), and Fellow, Canadian Securities Institute (FCSI) She also holds an undergraduate degree from the University of Toronto and completed the Advanced Program in Human Resources Management (APHRM), one of the Rotman Executive Programs at the University of Toronto.

Ms. Foster has always been an active volunteer. In 2004, she chaired a working group under the Fair Dealing Model for the Ontario Securities Institute. She served as a judge for the Advisor’s Edge Advisor of the Year award and for an industry award in November for several years. She also served on the editorial board for the Canadian Association of Financial Planners, the Advisor’s Edge magazine, and in various other capacities. She is active with the St. John Ambulance Therapy Dog Program and just completed volunteering at a community tax clinic.