Insurance Agent

Investment Funds Representative

With 12 years of experience in the financial services industry, Sara brings a wealth of knowledge and expertise to Exhale Financial. She holds a Bachelor of Management in Finance from the University of Lethbridge, where she graduated with distinction. A lifelong learner, Sara is in the final stages of completing her Certified Financial Planner designation, which will expand her service offering to clients to provide even more comprehensive financial advice.

Sara brings a global perspective to the company, which was shaped by her time living abroad in Germany. This time gave her a practical awareness of the international markets and allowed her to master a second language. She is also fluent in German.

In addition to her role as a financial advisor, Sara is actively involved in her community, serving on the board of two non-profit associations—the Edmonton Freestyle Ski Club and Evolution Freestyle. Family is a top priority for Sara, who is raising two active boys alongside her husband, Stephan. She enjoys sharing her passions for skiing, woodturning, running, and painting with her family.

Office Manager

Aimee plays a vital role in ensuring the smooth operation of Exhale Financial, managing everything from day-to-day office operations to client communications. With almost a decade of experience in the financial services industry, she combines her strong organizational skills and industry knowledge to support the team and clients. Aimee holds a Bachelor of Arts, where she honed her attention to detail and critical thinking—skills she brings into her role every day.

Outside of work, Aimee enjoys travelling and spent a year living in Thailand, which fueled her passion for new experiences. She’s also an avid reader, loves crocheting, and stays active by working out regularly. Aimee is also a devoted —and favourite—auntie to her nephews, taking them on adventures locally and beyond.

Financial Consultant

Aidan began his career in the banking sector, gaining valuable financial experience. He joins Exhale Financial and has two years of experience working with clients on their financial goals. In addition to a Bachelor of Business Administration, he holds certifications in Financial Services Advice, Financial Planning 1, and Personal Finance Services Advice. His formal education and client experience have laid a strong foundation for his career in financial planning. Upon completion of his certification, he will work directly with clients, advising them on the steps to put in place to achieve their financial goals. Aidan is passionate about connecting with people and offering tailored financial advice.

Outside his professional pursuits, Aidan enjoys golfing, playing board and video games, and travelling to new destinations. He is also an avid Oilers fan and Japanese car enthusiast.