1996 -2011 Senior Vice President, Managing Director @
1995 -1996 Regional Vice President, Sales Manager @ Spectrum Mutual Fund Company (sub of Sun Life Financial)
1990 -1996 Financial Planner and Sales Manager @
Sarah Widmeyer Education
The Wharton School
SIFMA (Business, Management, Marketing, and Related Support Services)
University of Toronto
Honours Bachelor of Arts and Science
Sarah Widmeyer Skills
Securities
Wealth Management
Mutual Funds
Financial Planning
Corporate Tax Planning
Strategic Financial Planning
Investment Management
Project Management
Asset Allocation
Estate Planning
Equities
Financial Advisory
Retirement Planning
Wealth
Planning
Wealth Management Services
Investment Advisory
High Net Worth Individuals
Business Transition Planning
Asset Management
Tax Planning
ETFs
Leadership
Investment Strategies
Separately Managed Accounts
Retirement
Investments
Sarah Widmeyer Summary
Sarah Widmeyer, based in Toronto, ON, CA, is currently a Senior Vice President, Wealth Management at Canaccord Genuity Group Inc.. Sarah Widmeyer brings experience from previous roles at Richardson Wealth and CIBC. Sarah Widmeyer holds a SIFMA in Business, Management, Marketing, and Related Support Services @ The Wharton School. With a robust skill set that includes Securities, Wealth Management, Mutual Funds, Financial Planning, Corporate Tax Planning and more. Sarah Widmeyer has 1 emails on RocketReach.
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