Senior Vice President, Managing Director @ (January 1996 - January 2011)
Regional Vice President, Sales Manager @ Spectrum Mutual Fund Company (sub of Sun Life Financial) (January 1995 - January 1996)
Financial Planner and Sales Manager @ (January 1990 - January 1996)
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
Asset Allocation
Asset Management
Business Development
Business Strategy
Customer Relationship Management (CRM)
ETFs
Equities
Estate Planning
Financial Advisory
Financial Literacy
Financial Planning
High Net Worth Individuals
Insurance
Investment Advisory
Investment Management
Investment Strategies
Investments
Leadership
Mutual Funds
P&L Management
Retirement
Retirement Planning
Sales & Marketing Leadership
Securities
Separately Managed Accounts
Strategic Financial Planning
Strategy
Team Leadership
Wealth
Wealth Management
Wealth Management Services
Corporate Tax Planning
Project Management
Planning
Business Transition Planning
Tax Planning
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 Asset Allocation, Asset Management, Business Development, Business Strategy, Customer Relationship Management (CRM) and more. Sarah Widmeyer has 1 emails on RocketReach.
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