Sara Lawrence

Sara Lawrence

Sara Lawrence, CFP®, WC

Wealth Management Rep.
Investment Specialist

Weyburn Credit Union
Credential Asset Management Inc.
T 306 842 9557

 

 

 

 

 

 

 

Sara was born and raised in Weyburn. After high school she obtained her Pharmacy Technician Certificate through the Red Deer College. Sara worked with the Regina/Qu’Appelle Health Region for 5 years before joining the Weyburn Credit Union staff as a Member Service Rep in 2010.

Sara completed her CERTIFIED FINANCIAL PLANNER® designation in 2017. Sara looks forward to continuing to build on her existing knowledge to better serve her members.

Sara is a proud mom to her daughter, Chloe. Sara spends a lot of time with her family and plays an active role in all activities Chloe is involved in.

Sara Lawrence Quote

"As your financial advisor, my role is to motivate and educate you to make financial decisions that are right for you. People experience several life changing events, and I’m here to help make sure you are prepared for all of them, expected and unexpected. I enjoy working with clients in retirement, helping them navigate the complexities of living on a fixed income as well as helping them and their families manage all the various aspects that arise as we age. My commitment to continuing education will give you peace of mind knowing that you are working with an advisor who truly cares about what’s going on in the world around them."

- Sara Lawrence

Mutual funds are offered through Credential Asset Management Inc.

 

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