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Scrivens has a diverse team of professionals: from industry influencers to musicians, from analysts to poets. The Employee Spotlight series aims to highlight the talented individuals who work here. Each month, we’ll be featuring an interview here on the blog and on our social accounts.
Sarah is Scrivens’ newest team member and joined us in March of 2021. In the past couple of months, Sarah has taken on a lot of new responsibilities and has fit right in with the Scrivens team.
Sarah grew up in a small town called Edwards, just South of Ottawa. Her husband, her daughter and herself can often be found at their cottage in Mont Tremblant, regardless of the season. During the warmer months, they swim, garden, and hike. In the Winter, they enjoy spending time outdoors skiing, snowshoeing, and ice skating. Sarah admits that her daughter is already a better skier than her.
Let’s learn a little more about Sarah.
As the receptionist, the best part of my role is being at the nucleus of the office. I’m fortunate to be able to work with all of our departments and every employee. Each day is exciting because there are many projects and new things to learn!
It’s important that each and every time our clients call, they are greeted with kindness. I value providing a courteous and caring attitude that our clients expect when contacting Scrivens.
The atmosphere! Everyone I met since joining has been kind and patient while I learn all of my responsibilities here at Scrivens. I’m fortunate to be a part of a team that consistently displays positivity and makes Scrivens a fantastic place to work.
I’m really lucky to come to work every day in an office building with such a rich history.
I’m fairly new to the insurance world but I have really enjoyed learning everything I can about the services that Scrivens provides. From retirement planning, car insurance, business insurance, employee benefits, there’s so much to learn but each new thing I learn is very rewarding.
I’m working towards elevating my career in the insurance industry by studying to earn my R.I.B.(Ont.) license!
When a new opportunity arises and you’re unsure which direction to take, take the one that will challenge you the most.
Sarah-Dara-Doo is a family nickname that continues to embarrass me to this day. My friends mostly call me “Burnsy” after my maiden name.
It’s not even close: Turks and Caicos. I’m enthralled with their culture, people, and food. While I’m there, I love adventuring out and snorkeling in the most beautifully clear, blue water I have ever seen.
“We never forget the people we love, but the light of their lives and warmth we felt in their presence burns like a candle, the flame growing smaller from the very last moment you spent together”
I’m double-jointed and can fit into some very small spaces.
Financial advising involves providing guidance and advice to individuals, families, or businesses to help them make informed decisions about their financial matters. This can include various aspects such as investment planning, retirement planning, tax planning, estate planning, and more. Financial advisors analyze their clients' financial situations, goals, and risk tolerance to create customized strategies that align with their objectives.
Financial planning is crucial for several reasons:
Goal Achievement: It helps individuals set and achieve financial goals, whether they are short-term, such as buying a home, or long-term, like funding a comfortable retirement.
Risk Management: Financial planning addresses risks by considering insurance, emergency funds, and other protective measures.
Budgeting and Saving: It promotes responsible money management through budgeting and saving, fostering financial stability.
Wealth Building: Effective financial planning can lead to wealth accumulation and the creation of a secure financial future.
Yes, financial advisors can help with debt management. They can assess your overall financial situation, create a budget, and develop strategies to pay down debt efficiently. They may also negotiate with creditors on your behalf, provide debt consolidation recommendations, and offer guidance on prioritizing and managing debt repayment.
The specific responsibilities of a financial advisor can vary, but generally, they:
The fees charged by financial advisors can vary widely based on factors such as the advisor's experience, the services provided, and the region.
Common fee structures include:
Hourly Fees: Advisors charge an hourly rate for their services.
Flat or Fixed Fees: A set fee is charged for specific services or a comprehensive financial plan.
Asset-based Fees: Fees are a percentage of the assets under management (AUM).
Commission-based Fees: Advisors earn commissions on financial products they sell.
Combination of Fees: Advisors may use a combination of the above fee structures.
It's important to discuss and clarify fee arrangements with a potential financial advisor before engaging in their services.