Sarah Herman
CCS
Mutual fund representative 1
Insurance representative 2
Independent Financial Services
About me
Since entering the financial services industry in 2009, I have been dedicated to helping individuals and families achieve confidence and clarity in their financial lives. As a financial advisor, I take a comprehensive approach to planning, helping clients navigate everything from saving for short- and long-term goals, retirement planning and wealth accumulation, to protecting their families and income through appropriate insurance strategies. One of my greatest passions is behavioural cash flow planning—helping clients align their financial decisions with their values and goals while creating sustainable habits that support long-term financial wellbeing. I am motivated by the peace of mind my clients gain when they feel organized, informed and confident that their financial future is on track.
Giving back to the community is an important part of my life. Through my involvement with the Rotary Club of Saskatoon North, I have had the privilege of contributing to local and international initiatives while building meaningful friendships and developing as a leader. Rotary has strengthened my belief in service above self and provided countless opportunities to make a positive impact.
Outside of work, I enjoy spending time with my husband, John, at our family cottage on Blackstrap Lake, golfing, and creating memories with family and friends. Whether in my professional or personal life, I am passionate about building strong relationships and helping others achieve their goals.
Contact meAbout my team
I am pleased to introduce Kyra Fortier, who will be working alongside me to help support our clients and ensure a seamless experience. Kyra assists with booking client meetings, coordinating follow-ups, and processing paperwork, helping our office provide timely and efficient service. In addition to her administrative role, she has completed the Cash Flow Planning course and is actively working with clients to help them identify and plan for their financial goals.
Kyra is passionate about building strong client relationships and helping individuals and families gain clarity around their financial future. Her growing knowledge of financial planning, combined with her organizational skills and commitment to client care, makes her a valuable part of our team. When you connect with our office, you will often hear from Kyra as she helps us deliver the personalized service and support our clients have come to expect.
Please join me in welcoming Kyra to her expanded role within our practice.
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
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July 31, 2026
Loss of credibility -
July 17, 2026
U.S.: Inflation Surprise -
July 10, 2026
War and peace -
July 3, 2026
The Trump Show
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
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Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
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