About
Over 10 Years of Growing Wealth by Design.
Meet Sarah. A Life Dedicated To Building Wealth By Design.
Sarah Balram is an entrepreneur, a Certified Financial Planner (CFP), a Chartered Financial Divorce Financial Analyst (CDFA), is Life Licensed, Mutual Fund Licensed and a mother of two beautiful boys.
Sarah is a proud alumna of Ryerson University and holds a Bachelor of Commerce in Finance with a minor in Human Resources Management. Sarah has six years experience managing an award-winning family law firm and six years real estate law experience. To compliment her legal background, Sarah has worked with one of Canada’s top five banks and two private wealth management companies, with a primary focus on helping high-net-worth clients to maximize their wealth and achieve financial freedom goals.
‘to cause financial freedom for Canadians by guiding them step-by-step to make smarter decisions that optimizes the trajectory of their wealth and personal legacy.’
Vision
To help Canadians flip their financial struggles, into financial freedom and live an extraordinary life.
Mission
To cause financial freedom for Canadians by guiding them step-by-step to make smarter decisions that optimizes the trajectory of their wealth and personal legacy.
Values
– Making A Difference
– Being My Best
– Passion Of The Craft
– Gratitude For Life
– Love For Humanity
