Sarah is a Client Service Associate with the Wrobel Wealth Advisory Group WWAG and has been with the team since 2005. Prior to joining TD, Sarah had been with BMO Nesbitt Burns since 2000 in a similar role.
Sarah oversees all aspects of client servicing, administration and reporting, as well as overseeing the investment strategy of a select group of clients. Sarah’s intricate understanding of the rules that govern RSPs, RIFs, RESPs, TFSAs, Informal Trusts, and Pension legislation as it relates to retiring employee options, has made her an invaluable member of the team that we feel our clients have come to rely on. In this regard, Sarah is responsible for liaising with the other professional service providers (Accountants, Lawyers, bankers) of our clients to ensure our advice giving is consistent with our client’s broader goals.
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