1 Valleywood Drive, Suite 300, Markham, ON L3R 5L9View on Map »

Linda and David Lee

As we are nearing our retirement, it is not easy to navigate the sea of investment products available. Sarah is very knowledgeable and she makes sure what she recommends is the best for our situation. Also, she takes the time to explain each product so we can understand how it can affect us. We trust her advice completely and feel our financial future is more secure because of her expertise.