Sarah Kolla-Empey

Wealth advisor with a background in accounting and tax who uses a holistic approach to financial planning for business owners and professionals; holds CPA, TEP and CFP designations.

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Jul 14, 2022 • 36min

What is a holistic wealth advisor and why do you need one?

Join Sarah Kolla-Empey, a wealth advisor with CPA, TEP, and CFP designations, as she dives into holistic wealth planning. Sarah explains that it's not just about RRSPs or TFSAs; it’s about crafting a financial plan that adapts to your life’s evolving goals. She highlights the importance of flexibility in financial strategies and addresses common gaps in estate planning. Discover practical tips to enhance your relationship with your advisor, emphasizing an active role in aligning your finances with your dream life.

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