Sarah started working on Bay Street in 1996, beginning in investor relations at a mining company focused on gold exploration.
In 1998, she moved to a boutique investment firm and became licensed to work with clients. Progressing through operations, trading and advisory roles, Sarah was appointed a Vice President, splitting her time between New York and Toronto.
As part of her hands-on approach, she is involved in client meetings on a regular basis to ensure client investments remain suitable for their objectives throughout changing personal and market conditions. As well, Sarah oversees the operational side of the practice and works with clients to develop and update their financial plans.
Sarah lives in Toronto with her husband David, and their three children.



