Sarah Anderson, CFA, CFP, CAIA

Sarah Anderson is an Associate Investment Counsellor at Mawer Investment Management Ltd., having joined the firm in 2023. Before joining Mawer, she served as an Associate Investment Counsellor at Qube Investment Management Inc., where she worked with a broad range of clients. Sarah works closely with professionals, foundations and non-for-profits, business owners, and multi-generational families to develop tailored investment strategies aligned with their goals, incorporating asset allocation, financial planning, tax considerations, and estate planning.

Sarah is a CFA charterholder, CAIA charterholder, and Certified Financial Planner® professional. She holds a Bachelor of Commerce from MacEwan University, with a major in Accounting and a minor in Finance. She is also a member and volunteer with both CFA Society Calgary and CAIA Society Calgary. In addition, she has completed the Canadian Securities Course and the Life License Qualification Program. Outside of work, Sarah enjoys Calgary’s vibrant classical music and theatre communities.