Sara joined Empire Life Investments Inc. in 2019 as Portfolio Manager, Canadian Equities. She is a member of the Investment Team providing investment management for segregated funds1and mutual funds2.
Sara is the lead manager of Empire Life Balanced GIF3and co-manager of Empire Life Elite Equity GIF3.
Prior to joining Empire Life Investments, Sara held progressive roles at various investment management firms. She has multi-industry coverage experience, having worked on several sectors throughout her career and was co-manager on a resource fund.
She holds a Bachelor of Commerce Degree and an MBA from the University of Toronto. Sara is a CFA Charterholder.
1 Policies are issued by The Empire Life Insurance Company.
2 Empire Life Investments Inc. is the Manager of the Empire Life Mutual Funds. The units of the Funds are available only in those jurisdictions where they may be lawfully offered for sale and therein only by persons permitted to sell such units.
3This is the marketing name for the fund. The legal name excludes “Empire Life” and “GIF” and includes “Fund” at the end of the name.
Empire Life Investments Inc. is the Portfolio Manager of the Empire Life segregated funds.
Empire Life Investments Inc. is a wholly-owned subsidiary of The Empire Life Insurance Company.
A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Any amount that is allocated to a Segregated Fund is invested at the risk of the contract owner and may increase or decrease in value. Please read the information folder, contract and fund facts before investing.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.