Sarah Caplice, BA, CIM

Sarah supports Westcourt Capital Corporation’s Portfolio Managers in both the construction and monitoring of diversified investment portfolios designed to achieve the specific goals of Westcourt’s clients. She also assists the Portfolio Managers in the preparation and communication of investment presentations and client proposals, and with ongoing client service. Sarah is registered as a Dealing Representative.

Prior to joining Westcourt, Sarah held a summer internship where she was an investment analyst at Pandion Investments Ltd., a private family investment company. At Pandion, 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 was also a fall intern analyst at BMO Capital Markets in the Global Fixed Income, Currencies & Commodities group, where she quoted foreign exchange pricing to the bank’s branches and direct-dealing clients.

Sarah graduated in 2017 from Dartmouth College with a Bachelor of Arts degree, majoring in Government, and was a member of the Women’s Varsity Rowing Team. She also holds the Chartered Investment Manager (CIM) designation.