Cassandra San, a Certified Financial Planner, is dedicated to helping individuals and families achieve their financial goals. A University of Idaho graduate with a B.A. in Business, she started her career in finance in 2016 alongside her father, emphasizing the importance of accessible financial advice for everyone. Cassandra’s practice takes a holistic approach, ensuring clients receive tailored guidance. Outside of work, she enjoys eating delicious food, working out, and spending quality time with her young family and friends.

Tax-Free Money for Your First Home
Canada’s First Home Savings Account lets you stash away $8,000 annually, up to a max of $40,000, all tax-free in and out. Watch your savings grow tax-free, and if home plans change, seamlessly transfer to an RRSP. It’s a no-brainer for financial success!