Sara is a Senior Wealth Advisor and co-founder of Harmony Wealth at CI Assante Wealth Management Ltd. Located in Aurora, Ontario. With more than 18 years of experience, she works alongside two licensed Associate Advisors to support families, professionals, and business owners in building a harmonious financial future—with their well-being at the heart of every conversation. Sara helps clients bring their wealth accumulation strategies together with tax minimization and estate planning, tailored to each stage of life. Her systematic, step-by-step approach makes financial planning clear and manageable, helping clients feel informed and empowered while easing financial stress.
Sara has made numerous appearances on BNN, CTV, and Rogers Daytime as a wealth and insurance specialist. In 2024 and 2025, she was recognized by Wealth Professional Canada as one of its Top 50 Leading Women in Wealth. She holds the CFP®, CLU®, and CHS designations and a bachelor’s degree from Wilfrid Laurier University, where she minored in Music and Italian.
Empathetic, friendly, and organized, Sara is known for making clients feel at ease. As they often tell her, “I feel like I’ve known you forever.”
Sara is a proud sponsor of the Richmond Hill Centre for the Performing Arts and an active supporter of the arts community. She also volunteers at local high schools, helping young people build a foundation in financial literacy. Outside of work, Sara enjoys spending time with her family and working on her upcoming book!
