Sarah has a Bachelor of Commerce degree from McGill University, and a Postgraduate Diploma in Accounting and Finance from the London School of Economics and Political Science. Before joining our group, Sarah interned at an independent investment banking firm in London, England. She is a licensed Investment Representative and has completed her Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook course (CPH). Her primary responsibilities include supporting the opening of new accounts, managing client service inquiries, and most of our performance reporting functions. As a former competitive tennis player, Sarah cannot handle any balls being dropped, and thus has a keen attention to detail.
Sarah Entwisle Senior Sales Assistant