Sarah Bull is a Partner and Portfolio Manager at KJ Harrison Investors and for the past 15 years has dedicated herself to providing customized discretionary portfolio management to private individuals and families.
Sarah’s successful high net worth practice is run in such a way that each and every client is given exceptional, hands-on care. Her mission is to preserve and enhance her clients’ wealth. She does this through initial conversations looking at an individual’s financial circumstances, discussing where they need to be and how they are going to get there. This is especially important during the sensitive time of divorce when clients are required to navigate through many financial uncertainties.
Sarah ultimately wants her clients to feel informed and supported armed with a strategic wealth plan that serves as a blueprint for the construction and management of a customized investment portfolio.
With the use of a disciplined and focused, advice-driven investment process, Sarah is able to deliver to her clients, exceptional long-term performance at a level of risk they are comfortable with.
KJ Harrison Investor’s Divorce Services include:
– Review of current and long-term financial goals
– Implementation of a carefully crafted strategic wealth management plan to meet new financial goals
– Ongoing management of the wealth plan to ensure long-term viability
– Advice on income needs
– Customized investment portfolios
– Setting up tax-efficient strategies
– Intergenerational wealth management: Wills, trusts and estate planning
Sarah received a Bachelor of Arts degree from Queen’s University in 1993 and has been awarded the designation of Fellow of the Canadian Securities Institute (FCSI). She is frequently asked to speak to high net worth individuals, family businesses and groups of executive women on issues surrounding strategic wealth.
Sarah is personally active in her community and in philanthropy, recently creating the Women Impact Network. She is a member of The Estate Planning Council of Toronto and Verity Women’s Club. She is a member of the board of the Havergal College Foundation and a Royal Ontario Museum Board of Governors – Finance and Investment Committee member.
Sarah is well known throughout the investment industry for her integrity, knowledge and exceptional client service skills. She has extensive professional experience assisting women as they move through different stages of their lives and has established an excellent reputation as a trusted wealth advisor to women in transition.
Sarah is completely committed to helping her clients define and achieve financial success. She works closely with their other advisors (such as accountants and lawyers) to ensure the proper management of the clients’ complete financial affairs and to ensure strategies are in place to address short-term, long-term and legacy goals and objectives. She truly cares about each of her clients.
Sarah's ability to be empathetic and kind, while providing excellent advice around the complexities of wealth, makes her an ideal choice as your financial partner.