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Client Access | US CA

Sarah Sherban

Manager – Operations

Sarah Sherban

Sarah Sherban has 15 years of experience in the industry, specializing in coordinating day-to-day operations and administrative care for clients while delivering exceptional customer service. With a strong foundation in cross-border work, Sarah ensures the efficient and effective delivery of cross-border services by collaborating with specialists both within and outside the firm, offering clients a full spectrum of services.

Throughout her career, Sarah has dedicated herself to servicing high-net-worth clients. Prior to joining Raymond James and Sartorial Wealth, she worked as a financial advisor assistant at one of Canada’s leading banks.
Outside of her professional life, Sarah enjoys traveling, spending quality time with her family, and engaging in outdoor activities like biking and kayaking. A lifelong resident of the Beaches in Toronto, she shares her home with her beloved dog.

Credentials

  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook (CPH)

Experience

  • Operations Manager – Sartorial Wealth Inc. 2025 – present
  • Branch Administrator – Sartorial Wealth of Raymond James Ltd – 2021 – 2025
  • Licensed Financial Advisor Assistant – Raymond James Ltd – 2016 – 2021
  • Licensed Sales Assistant – BMO Nesbitt Burns Private Client Group 2011-2016
  • Licensed Sales Assistant – Macquarie Private Wealth – 2011
  • Licensed Sales Assistant / Administrative Assistant – Byron Securities Ltd. – 2009-2011

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