Richardson Wealth
Sarah Widmeyer has held various senior leadership positions in the finance industry. Sarah began their career at Sun Life as a Financial Planner and Sales Manager before moving on to Spectrum Mutual Fund Company, where they served as a Regional Vice President and Sales Manager. Sarah then moved to BMO Nesbitt Burns, where they spent 15 years as a Senior Vice President and Managing Director. Sarah later joined CIBC, where they held multiple roles including Managing Director and Head of Wealth Strategies, Managing Director and Head of Wealth Advisory Services, and Executive Director of Private Wealth Management. Currently, Sarah is the SVP Wealth Strategies and Chief Marketing Officer at Richardson Wealth, responsible for overseeing the firm's brand and marketing team and the overall product and solution platform.
Sarah Widmeyer attended The Wharton School from 1999 to 2001, where they obtained a degree in SIFMA, specializing in Business, Management, Marketing, and Related Support Services. Additionally, they hold a certification as a Certified Investment Management Analyst, which was obtained from The Wharton School in 1999. Prior to attending The Wharton School, they studied English and History at the University of Toronto, but the exact duration of their enrollment is unknown.
Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG). Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.