Senior Investment Advisor
Sarah Jones is a Senior Investment Advisor at Wellington-Altus Private Wealth. Sarah started in the investment industry in 1997. Sarah is responsible for focusing on helping women achieve their financial goals. She is passionate about changing the way clients think and helping change their lives by making the right decisions. Sarah’s experience qualifies her to deal with highly successful executives who understand the meaning of Trust and Delegation which she takes very seriously. Her work as a holistic advisor has made her an expert in dealing with women and their unique goals. Sarah has specialized in working with divorced women and issues that require advice and support around. She has also specialized in dealing with seniors and the psychological changes that happen with aging. She understands and sympathizes with seniors and their families on the number of decisions they have to make. Sarah enjoys her life with her husband and dog, Teagan, skiing and running marathons.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.