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Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
Accredited investors also include certain institutions, including U.S. banks and U.S.branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.
Sarah joined Nicola Wealth as a Wealth Planning Associate in December 2021.
Prior to joining the firm, Sarah worked assisting a team of two advisors with Holliswealth. More recently, Sarah went back to school to complete a Financial Planning graduate diploma at Seneca College. Sarah is currently working towards her Certified Financial Planner (CFP) certification.
Outside of work, Sarah enjoys practicing yoga and playing tennis.
Drink of choice?
Dry cider or red wine.
What languages do you speak?
In addition to English, I speak French. I was enrolled in French immersion and have lived in France on two occasions in my life.
Where is your dream vacation spot?