Avoid potential mail disruptions with Online Access & e-Delivery

A Canada Post labour disruption may take place as early as May 22. Enrol in Online Access and choose e-Delivery to receive statements and other communications during mail interruptions. 

Skip to Main Content
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

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More