Sarah leads the financial planning process for the Caldwell Group, ensuring client decisions are anchored in rigorous, long-term strategy.
She holds the Certified Financial Planner (CFP®) designation and a Bachelor of Business Administration from Wilfrid Laurier University.
Previously a Senior Wealth Planning Associate at a national firm in Toronto, she now resides in the Kitchener-Waterloo area and is an active member of the Waterloo Tennis Club.
What is something people might be surprised to learn about you?
People are often surprised that my background extends beyond finance. I studied visual arts, music, and French through university, and I maintain those creative outlets today.
Best local restaurant, café, or hidden gem?
My husband and I go to Solé for dinner, and Seven Shores for breakfast in Uptown Waterloo.
Favourite pastime?
Staying active with my husband through racquet sports. We play pickleball in the winter and tennis in the warmer months.