Client Service Associate
Client Service Associate
Sara has been a valued member of TD Wealth Private Investment Advice since 2014. She brings with her a tremendous knowledge base, having worked in the retail side of TD for over 10 years. Sara holds a Bachelor of Commerce Honours Degree from the University of Manitoba Asper School of Business, and has completed the Canadian Securities Institute's, Wealth Management Essentials, CSC, and CPH courses.
Sara is the first point of contact for all client related inquiries, her high degree of professionalism and keen attention to detail make her an asset to the team and her clients.
Sara loves to travel and see new places, on weekends she can be found volunteering at the Winnipeg Humane Society and spending time with friends.
Additional TD Specialists
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High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of TD Wealth Insurance Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
