Sarah Burke
Ottawa,ON
Summary
Trilingual Wealth Management Professional and Sales Leader with over 13 years of experience helping high net worth families and professionals take control of their finances by advising, directing and orchestrating the implementation of various investing and planning strategies in order to optimize the structure of their financial affairs and achieve their holistic financial and lifestyle goals.
Overview
12
12
years of professional experience
Work History
Senior Wealth Advisor
Wealthsimple Inc
01.2021 - Current
- Responsible for supporting our clients with their investment and financial planning needs as well as growing Wealthsimple's market share by consolidating assets and bringing on new clients.
- Delivered exceptional financial advice as well as client service and lent my expertise to various team and company initiatives such as the DIY financial planning initiative, the conquest pilot, Wealthsimple for work etc.
- Educated clients and prospective clients on how Wealthsimple's approach may better fit their needs by conducting discovery call sessions, portfolio reviews, financial planning, “lunch and learns” on investing or other popular topics, and webinars.
Manager, Wealth Advisory Services
BDO Canada LLP
01.2017 - 01.2021
- East Group Practice Leader for BDO’s Wealth Advisory Services- responsible for building & developing the practice for the firm’s East office group- and DRI for wealth management business development with the firm's partners and clients.
- Grew the wealth advisory practice's assets under management by over $300,000,000, which translated into over $500,000 in annual revenue for the firm
- Served as the subject-matter expert for clients with complex financial needs in the areas of investment management, cash flow & budgeting, retirement planning, estate planning, and business transition planning
- Delivered financial plans with tailored recommendations based on client’s retirement plans, risk tolerance, investment goals and income needs, while seeking to minimize potential tax liabilities
- Acted as the Business Transition Advisor for the Ottawa region, assisting family businesses with developing a strategic transition plan for their enterprise.
Financial Planner
National Bank of Canada
05.2016 - 01.2017
- Delivered financial recommendations to high net worth clients using an array of investment, credit, and everyday banking solutions
- Actively managed and grew a portfolio of 100-150 clients with 80 million in assets under management using value-based relationship management practices
- Helped educate clients and better understand what is involved in meeting their future financial goals through seminars and financial literacy workshops
- Delivered comprehensive financial plans to help clients achieve their retirement and succession goals
- Cultivated relationships with service partners and local markets to optimize business opportunities and cross-department referrals.
Financial Advisor
CIBC Imperial Service
05.2015 - 05.2016
- Developed & maintained strong client relationships through regular contact and by providing value-added advice
- Executed investment trades on behalf of clients
- Helped clients determine their investor profile, asset allocation, risk comfort level and income goals, to ultimately find the right investment solution
- Met with clients on a quarterly basis to review their portfolio performance, discuss market conditions, and track their progress
- Built personalized financial plans that aim to achieve the financial goals of my clients
- Directed the implementation of action plans by involving various specialists from the Bank and its subsidiaries.
Private Banker
CIBC Private Wealth Management
05.2013 - 05.2015
- Built, managed and grew a portfolio of high net worth clients with complex banking, investment and credit needs
- Managed clients' financial circumstances with a focus on making recommendations on how to best position assets and liabilities to achieve objectives and minimize tax
- Orchestrated a team of financial planning experts to provide clients with holistic strategies tailored to tax-efficiently preserve, grow and transition their wealth
- Actively pursued business development activities to acquire new affluent clients with sophisticated financial needs working alongside the bank's various partners and departments.
Financial Services Representative
CIBC
08.2011 - 05.2013
- Built key relationships with personal and business clients in a fast-paced banking center by taking the time to understand their financial and personal goals, providing informative and tailored service, and recommending the right products and solutions to enable their financial success
- Developed and built my knowledge of cash management, credit, investment and wealth protection to help clients meet their goals
- Managed risks by adhering to compliance routines, processes and controls to protect client and shareholder interests while completing transactions
- Participated in fundraising events with various community initiatives such as 'Run for the Cure'.
Education
Graduate Diploma - Finance
McGill University
2013
Bachelors of Arts - Public Administration
Notre-Dame University
2009
French Baccalauréat - (honours)
Lycée Francais, Académie D’Aix Marseille
2006
PROFESSIONAL DESIGNATIONS
Skills
- Financial Planning
- Portfolio management/Wealth Management
- Lending/Banking/mortgages
- Estate & Retirement Planning
- Risk management
- Learning & Development
- Coaching
- Sales & Business Development
- Business transition
- Writing
- Leadership Negotiation
- Relationship management
- Tax
- Communication
other work experiences
- Account Executive, Marcus Evans, 2010 - 2011
- Fundraising Consultant, Capital Concept, 2009 – 2010
- Project Coordinator, Transparency International, 2009 - 2010
- Assistant MP, Lebanese Parliament, 2009- 2009
Timeline
Senior Wealth Advisor
Wealthsimple Inc
01.2021 - Current
Manager, Wealth Advisory Services
BDO Canada LLP
01.2017 - 01.2021
Financial Planner
National Bank of Canada
05.2016 - 01.2017
Financial Advisor
CIBC Imperial Service
05.2015 - 05.2016
Private Banker
CIBC Private Wealth Management
05.2013 - 05.2015
Financial Services Representative
CIBC
08.2011 - 05.2013
Graduate Diploma - Finance
McGill University
Bachelors of Arts - Public Administration
Notre-Dame University
French Baccalauréat - (honours)
Lycée Francais, Académie D’Aix Marseille
PROFESSIONAL DESIGNATIONS
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