Client Service Associate & Pooled Fund Administrator
Sarah will be your Client Service Associate. She has been with The RaeLipskie Partnership since 2015 and has completed the Canadian Securities Course (CSC), the Chartered Investment Management (CIM) program and Personal Financial Planner (PFP) program.
Sarah is experienced in all administrative aspects of our firm regarding client accounts. She is proficient on our portfolio management system which records all transactions and produces our detailed reports for you. Sarah will assist you with any requests you may have on the daily activity in your account. She is also the Pooled Fund Administrator and can assist you with any queries in relation to our exclusive investment vehicles.
Sarah is originally from Goderich and spent more than 10 years outside of Canada living and travelling through Europe, Asia, and the USA. She now resides in Kitchener with her husband, Kraig, their cat Alvin, and their dog Teddy. She has many hobbies including hiking, reading, cooking, crafting, biking, learning Spanish/French/German, playing ukulele and more!
519-578-6849 ext. 232