Our Team

Sarah joined the team in 2023 as a Client Services Specialist. Having worked in this profession for over 9 years, she brings with her great attention to detail and excellent client service experience. Sarah is warm and inviting and loves helping clients move toward reaching their goals. Her focus and passion is on the planning side of finance.

Sarah obtained her Mutual Fund licensing in 2019 and obtained her Life Insurance license in 2020. Currently, she is working towards the Personal Financial Planning (PFP®) designation. Once the PFP is in place, Sarah will be shifting her focus toward successful completion of the Canadian Securities course. She is eager to learn and is always looking to broaden her scope in that regard.

When Sarah is away from the office, she enjoys trying out new restaurants, spending time with friends and going for a walk with her dog Luna.