Sarah Chisholm - CI Assante wealth management
Sarah CHISHOLM, Commercial Insurance Specialist
Sarah is a financial advisor providing wealth and estate planning for clients. At NGBB she represents the life insurance and living benefits category offering advice on term life insurance, permanent life insurance, universal life insurance, critical illness coverage, disability insurance and more. Her goal has always been to provide ease of mind for her clients.
Sarah specializes in business succession planning for farms and agriculture businesses. She works with business clients to implement risk management strategies (including life insurance, critical illness coverage, and disability insurance) to protect the business and the family. She helps clients to growth their wealth and build tax-efficient retirement and estate plans using a variety of tools including permanent life insurance.
Sarah grew up on a dairy farm in Kemptville, Ontario. From an early age she participated in the local 4-H association as a member of dairy clubs, sheep clubs and various life skills clubs. Sarah continues to participate in 4-H as a leader and volunteer.
Sarah is an avid hockey player and proud alumni of the Kemptville Storm, Rideau St. Lawrence Thunder and Bishop’s University Polar Bears. She continues to play hockey in the local Kemptville Ladies League and the Rideau Women’s Hockey League. Sarah currently volunteers as a trainer for her daughter’s Storm Hockey team.
