Sally Gao
Sally Gao is a fully securities licensed and seasoned financial professional with over 20 years of experience in investment management, financial planning, and banking. Her career includes impactful roles at RBC Dominion Securities and TD Wealth, where she developed expertise in client relationship management, portfolio support, and financial operations.
As an Investment Advisor Associate at Prittie Private Wealth, Sally will work closely with Adam Prittie, providing high-level client account management support. With a strong commitment to service excellence, she will contribute to various aspects of our day-to-day operations. These include preparing performance and securities reviews for client meetings and assisting with trade entry and the development of financial planning materials. Sally’s expertise provides clients a knowledgeable additional client resource for investment and portfolio related inquiries.
Before joining Prittie Private Wealth, Sally served as an Associate Planner at TD Wealth and an Investment Associate at RBC Dominion Securities, where she was instrumental in portfolio rebalancing, preparing annual client reviews, and delivering tailored service experiences. She holds a Bachelor’s degree in Economics from Carleton University and is working towards completing her Certified Financial Planning (CFP) designation.
Sally is deeply committed to mentorship and community involvement. She has actively participated in local cultural events as well as university career fairs. In her previous roles, she contributed to mentorship programs, where she supported new Investment Representatives in developing their personalized learning plans and career advancement.