Sarah is Kevin’s niece and has been working with him since early 2012. She has over 9 years experience in the financial services industry, which includes a banking background. She is a licensed Mutual Funds representative (2008) as well as a licensed Life Insurance Agent.
Along side Kevin, she is here to provide you with an outstanding financial advice experience through investing, risk management and income tax preparation. She is a member of Advocis since 2012 (The Financial Advisor’s Association of Canada).