Sabrina focuses on investment management in the context of financial, tax, and estate planning. She believes investment recommendations stem from an understanding of her clients' financial goals. Providing clients with expert advice is her top priority. She is dedicated to educating and empowering her clients to take charge of their finances. She's an excellent listener; she takes the time to answer any and all questions her clients have, making sure they understand and are confident in her advice.
Sabrina began her career in the financial industry in 2002 in banking and discovered her passion for wealth management in 2007. She holds the prestigious Chartered Investment Manager (CIM) designation, a leading industry standard for portfolio management services, demonstrating she has the knowledge and skills to evaluate and manage all aspects of client investment portfolios. She also holds a Bachelor of Arts degree from the University of Victoria.
Sabrina was nominated for the Investment Industry Association of Canada (IIAC) Top Under 40 Award in 2022. The Award recognizes and celebrates highly motivated and talented young professionals whose drive, dedication, personal and professional qualities, and accomplishments have brought distinction to the investment industry.
Outside the office, Sabrina enjoys spending time with her husband, Patrick, and two boys, Connor (age 6) and Rory (age 4). She's an avid athlete; she plays softball and golfs in the summer, and curls in the winter. She also loves to travel, having most recently trekked with her young family to Ireland, England, and France in summer 2019.