Sarah Chilton
Associate Financial Advisor @iA Private Wealth
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WORK HISTORY
Associate Financial Advisor @iA Private Wealth
ABOUT SARAH CHILTON
I have over fourteen years of experience in the financial industry and twenty two years of customer service experience. My financial career began in various roles at banks on a retail level and transferred to the Wealth Management sector in 2013. I have completed the Investment Funds in Canada (IFC), Canadian Securities Course (CSC), Conduct & Practices Handbook Course (CPH), Wealth Management Essentials (WME), Series 37 and 63 FINRA Examinations, Qualified Associate Financial Planning designation (QAFP), CFP PEP Program in preparation to write the CFP exam.
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