Sarah is an expert in her field, and has provided me with excellent financial planning. She is a person of integrity who goes above and beyond to get the best for her clients.
1 Valleywood Drive, Suite 300, Markham, ON L3R 5L9View on Map »
Sarah is an expert in her field, and has provided me with excellent financial planning. She is a person of integrity who goes above and beyond to get the best for her clients.
Ph.D
As a senior, I sincerely appreciate Sarah’s time and attention to the many details involved in securing my future retirement years. Over the past decade Sarah has continuously provided good sound advice freely and honestly. Her pleasant, personal style has also given me the confidence to approach her on all matters of family life insurance, grandchildren’s RESPs and more recently my personal financial needs.
Retiree
I am very pleased with Sarah’s services. I find her very knowledgeable in her field. She is professional and friendly. She is client focused and always puts our best interests in mind when recommending investment or insurance plans for us. I can trust her to look after our needs.
Sarah has always stayed true to her word, following up, providing information, answering any of our questions and addressing our concerns. Taking an extra step to ensure our satisfaction has made her stand out in the crowd. We trust her advice and believe that she has our best interest at heart.
Executive Creators of Dalicious
Overall, Sarah provides excellent service and we are proud to have her as our advisor. We feel that our trust is well placed and believe that she will help our family deal with any crisis in the future.
Project Coordinator, Toronto Decor
