About Sarah
Sarah Lin is an Investment Sales Associate who holds the Bachelor of Environmental Studies degree. Sarah has 5+ years in the financial services industry, previously working as a Financial Services Representative & Investment Consultant at a major financial institution. She joined CDSPI Advisory Services Inc. in 2021 and supports the advisory team with building and maintaining relationships in the dental community.
“I enjoy providing my team and CDSPI clients with exceptional personalized support and a can-do attitude. I am a big believer in consistency, integrity, and reliability!”
Perspective on Working with Dentists
Sarah enjoys working with the dental community, starting with dental students and all through their careers. “It is interesting to see how they approach their business, including setting up practices and financial planning.” She believes it is important to provide prompt, reliable service as dentists are busy people. Sarah approaches her role with a positive energy, and she feels she is part of a wonderful team that all work together to serve their clients.
Education
- Bachelor of Environmental Studies degree (BES), York University