Sara joined Manulife Private Wealth in November 2014 as a Business Analyst and was responsible for supporting our wealth management platform and reporting. Her involvement in transforming the way we report to our clients in 2016 was key in building a robust platform and enhanced client experience. Today, Sara manages the Investment Counsel Services team, responsible for the day-to-day support and operations of our investment counselling business. Sara believes that being a leader in innovation is essential to being operationally efficient and customer-centric.
Sara has over 8 years of experience in the financial services industry. She began her career as an analyst working with pension plans and institutional clients at one of Canada’s largest custody banks. She was later involved in the custody transition of private clients for a leading wealth management firm. Sara has a record of building strong relationships with her internal partners and service providers and has built technical expertise when it comes to client reporting. Her experience dealing with high-net-worth accounts led Sara to Manulife Private Wealth where she continues to pursue her passion for building client-centric platforms.
Sara holds an Honours Bachelors of Arts degree from the University of Toronto and a certificate in Project Management from the University of Toronto.
In her spare time, Sara enjoys travelling, staying active and trying new foods. She is also an active volunteer for The Redwood Shelter in Toronto.