About
Sarah
Sarah is responsible for maintaining and enhancing business relationships with Focus Partners Wealth clients. She educates investors on the firm, people, philosophy, processes, and goals of investment strategies.
Prior to joining Focus Partners, Sarah worked for Kovitz Investment Group and was Head of Canada Manager Due Diligence at RBC Wealth Management. Sarah was also the chair of the equity committee for the Canadian‐based model portfolios and had been called upon to present at conferences, high‐net‐worth client meetings, and branches. Sarah entered the investments industry in 2006 and held due diligence roles at another major Canadian bank and at an ultra-high net worth firm in London.
In her spare time, Sarah enjoys spending time with her two children and husband. Her passions include traveling, tennis, running, and helping others.
Education and Professional Milestones
-Toronto Metropolitan University – Bachelor of Commerce in finance and management science
-Guelph University – Master of Arts in economics
-Yorkville University – Master of Arts in counseling psychology
Sarah is responsible for maintaining and enhancing business relationships with Focus Partners Wealth clients. She educates investors on the firm, people, philosophy, processes, and goals of investment strategies.
Prior to joining Focus Partners, Sarah worked for Kovitz Investment Group and was Head of Canada Manager Due Diligence at RBC Wealth Management. Sarah was also the chair of the equity committee for the Canadian‐based model portfolios and had been called upon to present at conferences, high‐net‐worth client meetings, and branches. Sarah entered the investments industry in 2006 and held due diligence roles at another major Canadian bank and at an ultra-high net worth firm in London.
In her spare time, Sarah enjoys spending time with her two children and husband. Her passions include traveling, tennis, running, and helping others.
Education and Professional Milestones
-Toronto Metropolitan University – Bachelor of Commerce in finance and management science
-Guelph University – Master of Arts in economics
-Yorkville University – Master of Arts in counseling psychology