RIA: Certified Over the past 28 years, Sara has built her practice as investment advisor and financial planner, guided by her core business values of integrity, transparency, trust and respect.
From social entrepreneur in the 1980’s to financial advisor since 1993, Sara has long believed in the power of business to contribute to positive change in society.
She is passionate about responsible investing, and helping people meet their financial goals, in concert with their personal values.
For many years, Sara was an Executive member of the Ethical Investment Group (EIG), an investment club in Montreal, dedicated to proving that investors can do well while doing good! Also a lover of the arts, Sara acted as President of the board of directors at Youtheatre for over 15 years, and remains an active supporter.
Services Offered in RI
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Charitable giving
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- British Columbia
- Ontario
- Quebec