Through our tax, estate and financial planning specialist team, we help our clients grow and protect their assets in diverse and tax-efficient ways. We help protect their families from the unforeseen, provide support as they care for their elders and guide them in preparing the next generation to responsibly inherit wealth.
Sarah WidmeyerAbout
Sarah has been with Richardson Wealth (formerly Richardson GMP) since early 2018. She has more than 25 years of experience in the financial services sector with a focus on private wealth management and advisory services.
At Richardson Wealth, Sarah oversees Wealth Strategies, leading numerous teams: Tax & Estate Planning, Insurance, Private Family Office including Family Office Wealth Counsel, Investment Management, National Partnership Office, Fee Based and Managed Account Products as well Marketing and Communications. She also hosts the firm’s podcast “Conversations on Wealth”.
Sarah has an BA English and History (Hons.) from University of Toronto as well as a Certified Investment Management Analyst (CIMA) designation through Wharton School of Business and the Investment Management Consultant’s Association. Sarah also serves on the Board of Directors of the Women’s Brain Health Initiative – a charitable organization focused on funding research and creating education programs to combat brain-aging diseases that primarily affect women.
Sarah is a classically trained pianist and a master baker in training.