Sara Daniel

Wealth Advisor, PIB Wealth Management and

Worldsource Financial Management Inc.

In the industry since 2007

With PIB since 2022

Telephone: 1-800-265-6197 Ext 350



Sara’s career in the finance industry began in 2007 when she joined Scotiabank as a Customer Service Representative.  After graduating from Conestoga College, she transitioned into the private banking sector for an additional 4 years. In 2019 she moved to Sun Life as a Wealth Desk Administrator where she obtained her mutual funds license. 

Sara recently joined the PIB Wealth Management team and continues to work towards her CFP designation. She provides attentive, personal communication in response to requests from clients.

Sara believes in a client-centric approach and focuses on building long-term, strong client relationships.  

Let's Connect

PIB Wealth Management
49 Industrial Drive
Elmira ON N3B 3B1
Phone: 1-800-265-6197