Sarah joined us in late 2024 after working in a senior role on a large advisory team for the past several years. She draws on more than 16 years of experience in the financial services industry, including over a decade at RBC Wealth Management, to help clients reach their financial goals. Sarah is known for her deep technical industry knowledge, and her passion for financial literacy.
Along with aiding in the development of financial plans and overall wealth management goals for our clients, Sarah also enjoys teaching the importance of money management, especially for young people. She believes that by helping clients identify their priorities, understanding their story and recognizing what matters most to them, we can help clients achieve their goals and find solutions to any challenges along the way.
A big believer in lifelong learning, Sarah holds a degree in Political Science from Wilfrid Laurier University as well as the Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations.
Sarah resides in Brantford with her husband, Graham, their young son, Rory, and four beloved family cats: Milo, Biscuit, Bean and Floofy. When she's not working or taking Rory on outdoor adventures, Sarah enjoys playing golf. As an avid animal lover, she also supports local animal rescue charities.