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Sara Ng

Senior Director, Investment Counsel Services, Private Wealth

Profile

Sara is responsible for the platforms that enhance portfolio management capabilities for Addenda Capital’s Private Wealth clients. As Senior Director, Investment Counsel Services at Addenda Private Wealth, she also works with a team dedicated to delivering personalized service and expert investment solutions.

Sara joined Addenda Capital in 2024 and has over 15 years of experience in private wealth and investment advisory services. She previously held senior roles, including Director, Investment Counsel Services, at a large investment firm. Earlier in her career, she worked in private wealth and treasury services at a large bank’s Investor & Treasury Services division.

Sara holds a Bachelor of Arts with a major in Political Science, Philosophy, and English from the University of Toronto. She also holds a Certificate in Project Management from the University of Toronto.