Sara Tavakolian, F. Pl.

Sara left her native Iran in 2015 and embarked on a new life in Canada to live by her values and grow fully within an egalitarian society. After a career in computer engineering, she became interested in finance and discovered a new passion.

From her start as a Customer Service Representative, Sara quickly rose through the ranks to obtain her Financial Planner designation, enter the world of wealth management, and now helps her clients achieve their life goals. By putting people first, she is able to establish long-term relationships built on empathy and measures success not only in terms of numbers, but more importantly, in terms of dreams come true.

Recognized within the industry for her performance and innovative way of looking at wealth management, Sara is determined to make a positive impact in her community by making personal finance easy to understand and leveraging her unique backstory to inspire women entrepreneurs and newcomers to Canada.