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Financial Advisors

Sarah Cassidy, Financial Advisor

Sarah Cassidy

Lonsdale Branch, North Vancouver

"I love what I do because I get to make someone's life easier. My clients really appreciate that I’m patient and I encourage questions as we work together. This is my way of leaving clients more empowered with the right tools and advice to help them reach their goals."

Sarah also believes in practicing active listening skills and delivering what the client expects. She demonstrates a willingness to invest time to stay current on financial legislation changes and industry developments. Her extensive knowledge of the banking industry allows her to provide comprehensive financial services and identify potential opportunities for clients.

Sarah and her team of specialists will develop and manage a lifespring® comprehensive financial plan for you, integrating everything from insurance, investments and estate planning as well as your business banking (if applicable). Sarah’s advisory team includes the following specialists:

Advisory team
InvestmentsInsuranceBusiness

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.


†Insurance services provided by BlueShore Wealth.

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