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Sarah Newburgh, Financial Advisor

FINANCIAL ADVISOR
Sarah Newburgh

CEA®
939 Carling Ave, Carling Ave & Sherwood Dr, Ottawa, ON K1Y 4E4opens in a new window
CallSend Me a Message

Focus Areas

  • Employee stock options
  • Retirement savings strategies
  • Retirement income strategies
  • Divorce finances
  • Intergenerational planning
  • Wealth strategies

About Sarah

My grandfather had a piggy bank in his office with the inscription "Who can never save a penny, shall never have many". As children, my brother and I often played with this piggy bank, and it acted as a very subtle, yet impactful, guide to my relationship with money.

I'm a firm believer in planning for the future and preparing for the unexpected. The biggest difference I make with the clients I serve is to listen. I am not delivering cookie-cutter financial strategies, so listening carefully and wholeheartedly allows me to really understand their stories, backgrounds and goals. Once I...

Work History

  • Edward JonesNovember 2018 to Current

Education

  • York UniversityMBA (Masters of Bus Admin)
  • University of Western OntarioBachelors

Team Members

  • Kim Trenholm
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 08:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(613) 759-8094

Fax

(877) 725-4399

Office Address

939 Carling Ave
Carling Ave & Sherwood Dr
Ottawa, ON K1Y 4E4opens in a new window

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My priorities

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Setting your path

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