Sarah has over eight years of experience in the financial industry and sixteen years of customer service experience. Sarah’s financial career began in various roles at banks on a retail level and transferred to the Wealth Management sector. Sarah has been a part of the team since November 2014. She has completed her Investment Funds in Canada course, Canadian Securities course, Conduct and Practices Handbook course, and Wealth Management Essentials.
Sarah will be happy to assist you with all of your needs which include but are not limited to, booking appointments, processing requests for cheques or electronic transfers to your bank account(s), statement related questions etc. and placing trades.