Sara has been a Wealth Advisor for over 15 years and joined Assante in 2021. She has made numerous appearances on BNN, CTV, and Rogers Daytime as a wealth and insurance specialist. In 2024, Sara was honored by Wealth Professional Canada as one of the Top 50 Leading Women in Wealth. Revealed: Top 50 Leading Women in Wealth 2024 | Wealth Professional

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Sara works with families, professionals, and business owners to integrate their wealth accumulation strategies with a focus on tax minimization and estate maximization at each life cycle. Through a systematically developed process, she aims to alleviate financial stresses by helping clients construct their financial plan. By breaking the plan into pieces, each step is clear and easily understood, allowing the client to feel empowered throughout the planning process.

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She describes herself as empathetic, friendly, and organized. Clients feel a sense of ease working with her as they often say, “I feel like I have known you forever”. She holds her CFP®, CLU®, and CHS designations and a Bachelor’s Degree from Wilfrid Laurier University where she minored in Music & Italian.

 

​Sara is a proud sponsor of the Richmond Hill Centre for Performing Arts and Princess Margaret Hospital. She also volunteers at local high schools educating youth on financial basics. When Sara is not working, she can be found spending time with her boys- her son, Massimo and her husband, Toni.