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 understand a clients goals, I create a strategy and customized process for the way we will work together. Then, if unexpected roadblocks arise, we're prepared with a solid, comprehensive strategy to guide us through.
I bring the same discipline and structure into my personal life by creating quarterly plans for my business, my family and my health. I'm a firm believer that what gets measured, gets done. My current plan includes a list of books to read, getting back into running - I was once an avid runner. I also make sure to schedule special one-on-one days with both of my children. Since I live and work in the Beach, our one-to-one days are usually spent outside strolling on the boardwalk, playing in the sand or enjoying the playground at Kew Gardens.
From early on, I was interested in both numbers and people. I have a degree in Economics from the University of Western Ontario and an MBA from the Schulich School of Business. Serving as a Financial Advisor allows me to work with both numbers and people and gives me the opportunity to make a real difference.
Let's make it a great day!
My Personal Interests
Phone NumberSarah Newburgh at (416) 286-0485
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 08:00PM|
|Wed||08:00AM - 08:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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