Sarah Richter Email & Phone Number

Georgina, On, Ca

Aurora, Ontario

We help take the mystery out of wealth management with our personalized approach to financial planning. By stepping into your shoes and understanding your unique situation, we can truly work on your behalf. As part of the team I make sure that you are taken care of every step of the way and that taking care of your family and business stay as your primary focus.

Gta, Ontario

As a member of your team I look after varied duties that allow you to focus on building client relationships and taking care of the key priorities in your business. With over 6 years in the financial industry, 10 years in the condominium environment and over 7 years providing executive administrative support I keep your business moving. By using current technology I create an office environment without you bearing the overhead.An administrative company that specialises in the recording of minutes for Condominium Corporations and administrative services required by Property Managers in the GTA, York Region and the Etobicoke Region

Scarborough

I continue, to build on the innate assets of business minded individuals, who want to build a career helping families and clients to accumulate their wealth and protect their legacy.After 3 years with Advisors in Markham, I carry my knowledge and experieince to the Scarborough office where I will continue to support Financial Security Advisors in their practices.

Markham

I invest my time to provide world class training that introduces people to the career as a Financial Security Advisor so they can help implement plans that will protect people from catastrophic loss.

Organising the York Region's walk event for 400+ people. Overseeing committee that implemented all aspects of the walk as part of the 3.3 million national fundraising campaign; logisitics, registration, refreshments, entertainment & community engagement

Georgina Arts Center, Sutton< Ontario

As a volunteer on the Idingenous Culture Committee I work collectively to promote and support First nations art and culture in York Region by using the GAC as a meeting point for artists, muscians, storytellers and First Nations community leaders to share what they do with the Georgina community and beyond.

North York, On

As your financial advisor, my focus will be to develop a plan as unique as you are to help you achieve your ultimate goals through careful planning and solid financial solutions while building a lasting and long-term relationship.My commitment to you is to provide truthful, honest and confidential advice that is meaningful.

Aurora, Ontario

Provided Executive level administrative support for the VP of Sales & Marketing. Liaised with national sales team to maintain consistent and accurate product information, program schedules and key contact for client/company trouble shooting.Fast paced, energetic environment dedicated to building strong sales and product support in the extreme lifestyle market.

Aurora, Ontario

As the key contact between the outside sales force and head office I had the pleasure of working with people from across the country. Oversaw the development of new accounts from initial contact to yearly client review. Controlled regional growth, product saturation into the market & ensured a balanced growth & reduced credit risk in regional accounts.Motivated & supported the team with product knowledge & marketing materials to target the promotion of national product sales through outbound communication for both the Customer Recruited & developed staff to support the outside sales rep force & developed Inside Sales team Developed the growth of exclusive product designs to key accounts.

Ba

Ssgd

Gce

Activities and Societies: Member of school swim team. Completed 7 GCE's