Sarah is a senior investment analyst for the firm’s essential equity team. The team manages multiple strategies for institutional and retail clients, including Canadian all-cap equity, Canadian large-cap value equity, Canadian focused equity, dividend income, U.S. dividend income, Canadian balanced, U.S. balanced, and global balanced. Sarah joined the firm as a business development manager, where she worked alongside an external wholesaler for the Ottawa region. Prior to joining the firm, she was at Fidelity Investments, helping the sales and research teams better promote the company’s products. Sarah holds the Chartered Financial Analyst designation.

Education: B.B.A., Wilfrid Laurier University

Joined Firm: 2017

Began Career: 2017