Sara Plant

Consultant @Lifebridge Strategies

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

Consultant @Lifebridge Strategies

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EDUCATION

N/A

Queen's University

BA (Hons), LL.B

SKILLS

High Net Worth IndividualsFinancial ServicesPrivate BankingInvestment StrategiesInvestment AdvisoryTrust ServicesStrategic Financial PlanningWealth Management ServicesWealth ManagementAsset AllocationBankingEstate LawInvestmentsWealthAsset ManagementSecuritiesEstate PlanningRetirement Planning

ABOUT SARA PLANT

With over 30 years in law and financial services, I am known for strong leadership, strategic thinking and a collaborative, personable approach. I have had the opportunity to act as President and CEO of three of top six national Trust Companies, most recently integrating two trust companies to form the largest in Canada. Based on a background of advising clients in estate planning and wealth transition, I combine strategic planning and leadership skills to lead wealth management services forward. During my career I have had the privilege of being a founding partner of a successful Women in Leadership program, as well as driving a major public educational program addressing the needs of vulnerable clients. Career highlights include mentoring colleagues, developing and conducting client and employee education and training, as well as extensive media and pubic speaking engagements.

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Sara Plant — Consultant at Lifebridge Strategies in Toronto, ON, CA | Unifers