Sarah Bull is a Partner and Portfolio Manager at KJ Harrison Investors. Sarah received a Bachelor of Arts degree from Queen’s University in 1993 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 spends a lot of time in initial conversations looking at the client’s current financial situation, where they need to be and how they are going to get there. She ultimately creates a customized strategic wealth plan for each client that serves as a blueprint for the construction and management of the portfolio and for capital allocation decisions. By utilizing a disciplined and focused advice driven investment process, Sarah is able to deliver to her clients exceptional risk adjusted long-term performance.
Sarah 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. She is a member of The Estate Planning Council of Toronto and Verity Women’s Club. She is also currently a member of the board of Sterling Hall School and the Havergal College Foundation.
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.