Sarah Paethke’s commitment to providing financial guidance began at Conestoga College, where she earned an Advanced Diploma in Financial Planning. Before joining our practice in October 2023, she honed her expertise at a credit union and a leading wealth management firm, gaining deep experience in banking operations and client services.
As Client Service Specialist, Sarah orchestrates every step of your journey—from seamless onboarding and portfolio administration to the flawless execution of your financial plan. Her meticulous attention to detail , and friendly, knowledgeable manner ensure you always feel supported and well informed.
At home, Sarah is a devoted mother who adores her young son. When she’s not at the office, she loves planning memorable family adventures—whether it’s a spontaneous day trip, hosting festive get-togethers, or organizing the perfect vacation. Sarah’s blend of professional excellence and genuine warmth makes her an indispensable part of our family-run practice.