Our Mission Statement:

Our Mission is to help our clients achieve their financial goals and make educated investment and financial decisions based on trust and personalized service.

Karen Sage

“If my clients have questions, they know they can call at anytime.”

Karen has over 20 years experience in the Financial Services industry.  She began her career assisting Walter Hardie, while completing the required industry courses to become a Life Insurance and Mutual Fund Advisor.  She was awarded her Certified Financial Planner designation in 2009.  After many years of working together, Walter is now enjoying his well deserved retirement and Karen has since taken over the practice.  She is a member of Advocis and is a past Director of the Greater Hamilton Area Chapter.  Karen lives in Burlington with her husband Kent and is the proud mother of their sons Brent and Kirk.

— Karen Sage, CERTIFIED FINANCIAL PLANNER® professional

Danielle DeRichmond

Danielle is Sage Financial’s office and administration manager.  Danielle has worked in the Financial Services industry for 8 years and is fluent in the terminology, compliance and operations of both the insurance and mutual fund administrations.  Danielle’s professional, friendly and personalized service is very warmly received by our clientele.  Danielle resides in Burlington and enjoys baking, reading and spending time with her beautiful new nephew Asher.

— Danielle DeRichmond, B.Comm