Sarah Jones

Sarah Jones

Senior Investment Advisor

Sarah Jones

Sarah Jones is a Senior Investment Advisor here at Rosedale Family Office at Wellington-Altus Private Wealth. Sarah started in the investment industry in 1997 and has methodically evolved in her career to the most senior of positions here at Rosedale Family Office.

Sarah has spent her entire 25 year career rooted in the pursuit of creating wealth solutions for her clients. Sarah takes her role very seriously and is a staunch advocate for wealth independence and financial literacy. This has naturally evolved to a focus on providing wealth solutions for individuals dealing with unexpected life circumstances. Sarah is specifically focused on working with women to change their lives by helping them make solid financial decisions. She is also experienced when dealing with seniors and their families. Sarah enjoys her life with her husband and dog, Teagan, as well as skiing and running marathons.

WPC Top 50 Advisory teams 2023

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