Sarah Lin
Investment Sales Associate
“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!”
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.
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.
TELEPHONE
1.800.561.9401 x 6828
EDUCATION
- Bachelor of Environmental Studies degree (BES), York University
LANGUAGES
- Cantonese
- Mandarin
Sarah wants new dentists and dental students to know they should "take advantage of the TFSA (Tax Free Savings Account). It is an easy way to start accumulating wealth and to plan for your financial goals, both short and long-term.” It is important to have a clear picture of your finances to create a budget. Once you have the budget you can create a plan that includes a savings plan for all those things you would like to do in the future. The earlier you start saving, the more your investments will grow and the more you will have when you need it.
Sarah enjoys baking for herself, family, and friends. She enjoys cycling and paddle boarding in the summer. Sarah loves cats and has volunteered her time to foster cats to help them find their fur-ever home. Her wish for a superpower would be flying just for the joy of it.