Sarah works closely with clients as a Senior Portfolio Manager, managing discretionary investment portfolios for high-net-worth and ultra-high-net-worth individuals and families across Canada. She focuses on developing customized investment solutions that address short-term, long-term, and legacy goals, bringing a holistic approach that extends beyond investing to encompass family, retirement planning, philanthropy, and the financial complexities that accompany significant life events — including divorce, loss of a spouse, retirement, and the sale of a business.

Earlier in her career, Sarah served as a Principal at Connor Clark Ltd., where she managed investment portfolios for a select group of private families. She went on to become one of the founding individuals and then Managing Partner at KJ Harrison Investors, where over more than two decades she played a key role in building the firm to $2.3 billion in assets under management. Following the firm’s sale to Harbourfront Wealth, she is energized further in delivering on the vision of building one of Canada’s most relevant private client wealth management teams.

Sarah serves on the Board of the Royal Ontario Museum and the Foundation Board of Princess Margaret Cancer Hospital. She is a member of the Estate Planning Council of Toronto, co-founder of the Women Impact Network, and a past board member of the Havergal College Foundation and Sterling Hall. She is also a frequent speaker to high-net-worth individuals, business owners, and executive women on strategic wealth issues.

Outside of investing, Sarah enjoys spending time outdoors with her husband, their three adult children, and two dogs.