Sarah Caplice, CIM

As Principal, Asset Management & Client Services, Sarah works alongside Westcourt’s Portfolio Managers in constructing, managing, and monitoring investment portfolios which are tailored to meet client goals and objectives and ongoing client services. Sarah is registered as an Associate Portfolio Manager (Associate Advising Representative) and Dealing Representative.

Prior to joining Westcourt, Sarah held an internship as an investment analyst at a private family investment company. At that company, Sarah worked closely with management and contributed to the firm’s investment strategy by assisting in identifying future opportunities and target markets. She also assisted in monitoring a variety of asset classes and in evaluating and screening potential investment products.

Sarah’s past experience also includes working as an intern analyst at a leading Canadian investment bank in the Global Fixed Income, Currencies & Commodities group, where she quoted foreign exchange pricing to the bank’s branches and direct-dealing clients.

Sarah earned a Bachelor of Arts degree from Dartmouth College, majoring in Government. During her time at Dartmouth, she was a member of the Women’s Varsity Rowing Team. She holds the Chartered Investment Manager (CIM) designation.