Spoken languages : English
Sara is a Senior Advisor who assists clients of National Bank Financial with the review of their estate plans and advises with the use of trust services. With her significant experience in providing estate planning assistance to affluent clients, she provides detailed information to help clients to clarify their wishes and understand the options the should consider when preparing their wills, powers of attorney, and personal directives. As an Estate and Trust Professional, Sara has several years of experience working for financial institutions in Wealth Management and she is also licensed as a lawyer with the Law society of Upper Canada.
Sara obtained her double Honors Bachelor of Arts from York University in Ontario and obtained her law degree from University of Sussex, in the United Kingdom. Sara is also currently admitted at Osgoode Hall Law School working part-time towards her Masters in Taxation Law.
*Ancillary service such as lending and risk planning are provided by affiliated companies such as National Bank of Canada and National Bank Insurance Firm Inc. These products are not protected by CIPF.