Sarah has been working in the investment industry for over 20 years most of that time spent in the retail brokerage business. As an advisor to clients, Sarah has an in-depth knowledge of the planning and strategies that guide client portfolios while assets are invested under the Private Investment Management platform. Sarah ensures each client’s unique needs and circumstances are addressed while accommodating personal risk tolerances.
Sarah will work closely with your personal accountant/tax advisor and lawyer to ensure all wealth management and financial planning strategies are implemented using a holistic approach under the care of professionals.
As part of RBC Dominion Securities, Sarah enjoys access to leading industry analysts and research as well as estate and tax planning experts. Sarah holds a Bachelor of Commerce degree from the University of Victoria and a Certificate in Advanced Investment Advice and has earned the Chartered Investment Manager designation. With her years of experience and rigorous academic coursework Sarah is part of a select group of highly qualified advisors able to offer discretionary portfolio management.
