Sarah joined Finucci Allen Smith Wealth in 2015 and has worked in the financial services industry since 2004. With over two decades of experience, she brings deep expertise in financial planning, investment management, and client relationships. Now serving as an Investment Advisor and Partner alongside Vito and Rachelle, Sarah continues to play a key role in helping our clients achieve their financial and life goals.

Previously an Associate Wealth and Investment Advisor, Sarah is one of the team’s key relationship managers, responsible for conducting portfolio reviews and guiding clients through financial and estate planning. Her knowledge, professionalism, and client-first approach have made her highly trusted by the families she works with—who know she will handle their needs with care and dedication.

A lifelong learner, Sarah holds a diploma in Business Accounting from Fanshawe College and has earned several respected industry designations, including Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®). She is also a Fellow of the Canadian Securities Institute (FCSI®) and a licensed insurance professional.

Originally from Fort McMurray, Alberta, Sarah was raised in Lambeth, Ontario, where she now lives with her husband, Craig, and their son, J.D. In her free time, she enjoys reading, practicing yoga, and spending time with her family.