I have great confidence in Sarah. She is very professional and sincere. She always places the need of the customer as top priority. When I first met her, she took the time to understand my situation and needs, and then suggest and explain a proposal for my retirement plan. I am very grateful to her as every year, she would find time to explain the progress of my plan and make suggestions on adjustments when necessary.
Sarah is our retirement planning, insurance and RESP advisor. Every year, she always takes the time to sit down with us to go over our plans and give us new ideas and suggestions. She is very professional, very meticulous. We thank her for all the services she provides to our family.
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.
From my own experience, Sarah is a very hardworking and responsible individual. She is very dedicated to her work. Sarah’s work and advices were never late. When seeing a deadline coming up, on multiple occasions, she had volunteered to work on the weekend to ensure the insurance deadline was met. In addition, Sarah is expert with both financial and retirement planning.
P.Eng, BEE, CFO
I have great confidence in Sarah’s services for three main reasons:
