Meet our Team
Sarah is the courteous and friendly face of our front desk. Her financial services background includes 4 years of employment with a major Canadian Chartered bank, where she acquired her Canadian Investments Funds Registration in 2008. She has several years of administrative experience lending to her key role of timely and accurate processing of client account activities. Her background in client service will ensure you receive prompt assistance with any questions or concerns you may have. Sarah plays a key part in efforts to provide ongoing service to our clients.
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