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.