Sarah joined our team in late 2018 as an Associate Portfolio Manager from another major financial institution. She has over ten years of experience working closely with high net worth clients, providing investment counsel as well as portfolio management services.
Sarah graduated from the University of Ottawa with a Bachelor of Arts and holds the Chartered Investment Manager (CIM®) designation. In addition to her knowledge of the financial industry, Sarah brings superior client service and organizational skills to the team. A devoted community supporter, Sarah has volunteered extensively for organizations such as Juvenile Diabetes, SickKids Hospital, Becel Ride for Heart, Sage Youth Literacy, Ottawa Food Bank and Junior Achievement of Central Ontario. She was most recently an Ambassador and Fundraiser for World Partnership Walk to alleviate poverty.
In her spare time, Sarah enjoys travelling and leads an active lifestyle that includes running, curling and golfing.