Sarah Herman

Sarah Herman, CCS

Associate

Born and raised in Outlook Saskatchewan, Sarah moved to Saskatoon in 2001. Now a member and active volunteer with the Rotary Club of Saskatoon North, and the North Saskatoon Business Association, Sarah's passion for people shines in her everyday life.

Entering the financial advisory business in 2009 with the objective of helping friends and family make sense of their short as well as long term financial goals, Sarah soon realized that to truly help her clients achieve their savings goals, pay down debt and afford the insurance protection they needed for real financial security, cash flow management was very often a critical ingredient to success. Being the first Certified Cash Flow Specialist™ (CCS™) in Saskatoon means a lot to Sarah because her clients mean a lot to her. She says Cash Flow Planning builds deep bonds and client loyalty because "you truly have changed their lives and in a lot of cases- their personal relationships with their spouse and children."

Utilizing the very wide range of savings, investment & insurance programs available to her, Sarah is confident about meeting the needs of every different generation. She remains a strong believer in Life Insurance programs and brings very positive energy to the process of working with her clients and putting plans in motion that will help them to achieve their unique goals.