Worry-Free and Stress-Free
Sally started off her career as a rehabilitation specialist, where she helped clients who were injured from work to return to their post. She is compassionate, and loves to learn different aspects of life from her clients.
She got into the financial industry when she realized as first generation immigrants, lots of important information is not made readily available for the retiring population. She witnessed her parents trying hard to navigate in this ever so confusing web of information and only to get more lost.
She believes that you worked hard all your life, and you should not need to stress over your finances throughout retirement, as that is when you should be relaxing and enjoying life the most.
Sally Believes in Work-Life Balance
When she’s not meeting clients, you’ll likely find Sally out on the field playing ultimate frisbee with her team or hitting the gym for a good workout. Her golden doodle, Lily, is her constant companion — loyal, energetic, and always by her side during early morning runs or quiet evenings at home.
Sally brings the same level of dedication and care she gives to Lily and her sport into her work. Every client is treated with the same patience, attention, and empathy she’s known for.
To her, being responsible means more than just managing finances — it’s about showing up fully for each person she serves, ensuring they feel heard, supported, and confident about their future.
Learn More About Sally as Your Top Advisor
What Do Others Have to Say About Sally
I want to extend my heartfelt thanks and kudos to Sally and Jonathan for their outstanding assistance with my RESP investment. Their professionalism shone through in every interaction, making the entire process smooth and reassuring. They exhibited remarkable patience, taking the time to thoroughly answer all my questions and address my concerns about the RESP. Sally and Jonathan, your exceptional support and commitment deserve a 10/10 feedback. Thank you for making a potentially complex process feel manageable and for your unwavering support.
Sally assisted me with all my investing needs and helped create a plan for my future. I appreciate the ease of accessibility and the readiness to help me make changes when I require it. Sally is friendly, professional and is easy to talk with. When I had lots of questions or needed extra explanations, she was very patient and helpful.
Thomas was very helpful and knowledgeable in setting the financial plan for my retirement. Sally and Thomas are very friendly, professional, and responsive. Thank you. Hope this relationship will continue to grow in the coming years.
Sally is exceptional and has your best interests in mind. She explains everything very clearly and is patient with you if you don’t understand the policies. I will continue to refer others to her for their investment and insurance plans.
