Sara joined our team in 2022, and comes with over 10 years of experience in the wealth management industry. Sara will be focused on helping the team with all client administrative needs, and will often be the first point of contact for any service related requests or general inquiries.
Sara has been a proud Calgarian since 2010, having previously resided in Vancouver and Toronto. When Sara is not working, she enjoys watching baseball, and spending time with her husband Tim, and two daughters, Cassandra and Alyssa.