Kathy Sager

Senior Vice President, Investment Advisor

Kathy works with high-net-worth individuals, families and institutions, helping them advance their wealth management goals.

Beginning her career at Xerox before transitioning to wealth management, Kathy is an alumni of Merrill Lynch and Midland Walwyn. With over three decades of experience, Kathy prides herself on her many long-term client relationships, many of which span over 30 years.

Drawing on her experience and commitment to giving back to the community, Kathy is an advocate for financial education for women, women in wealth and is an active supporter of the Arts in West Vancouver. She enjoys spending time with her family, boating, traveling, and visiting her daughter, an opera singer, in New York City.

Jennifer Johnson

Investment Associate

Jennifer was born and raised on Vancouver Island and attended VIU before relocating to Vancouver in 2010. She began her career at RBC Dominion Securities, before moving to CIBC Wood Gundy in 2013 and began working for Kathy shortly after. Jennifer is an intricate player of the Sager team and is highly resilient and adaptable. Jennifer maintains core client relationships and is our first point of contact. She is primarily responsible for security transactions and construction of portfolio proposals. Her energy and dynamic personality allow her to fit many roles.

Jennifer has completed several courses through the Canadian Securities Institute including her Canadian Securities Course, Canadian Practices Handbook and is licensed as Investment Representative. In her down time, She is an avid runner, licensed yoga instructor and has a passion for health and wellness. Jennifer spends most of her spare time with her toy poodle Archie, reading, hiking and spending time in nature.

Kerry Chong

Investment Associate

In her role as Investment Associate, Kerry is dedicated to delivering thoughtful and proactive client attention and care - always putting client needs first. She has been working in the industry for 10 years and is dedicated to growing her knowledge of Capital Markets and Financial Planning. Kerry completed a Bachelor of Arts degree and a Diploma of Accounting, both at the University of British Columbia. She has also completed several courses through the Canadian Securities Institute including her Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials. +Options/derivatives licensed. In her spare time Kerry enjoys playing badminton, Tennis, Snowboarding, watching Netflix , and exploring the Vancouver food scene.

Justin Donnelly

Associate

Justin started his career in Financial services 10 years ago and has worked with both corporate and retail clients and their families in shaping their financial goals and executing tailored solutions. He has been a company top performer and Award Recipient throughout his career before advancing to Canaccord Genuity. He takes great pride in the relationship aspect of the business, where communication and transparency are at the forefront. Before Finance, Justin worked in the film industry where he raised capital for feature film projects and worked with some of the most renown Producers in the city. Justin also has a great passion for sports, where he represented Canada in baseball in both 2004/2005 and went on to play at the University of Hawaii on a full scholarship. His competitive nature and energy he brings to the business is refreshing; where sophisticated financial strategies, performance and service is at the core. Further, being a high-level athlete has provided Donnelly with a great understanding of teamwork. He uses this approach to leverage professional relationships through his network of Accountants, Lawyers, lending specialists and Investment Analysts to produce the strongest and most consistent risk-adjusted results for his clients.

Strategic Partners

Anne Jackson, BBA CMA

Wealth & Estate Planning Specialist

Anne specializes in providing tax planning solutions for our clients, and holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance. She also holds a Certified Management Accountant (CMA) designation and brings years of taxation and accounting experience to the group. Anne is insurance licensed and is currently working towards her CFP designation.

Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.

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