Tiffany is the Wealth Consultant and Chief Compliance Officer at Sawchuk Wealth and has been with the firm for more than five years. Tiffany assists Terry, working exclusively with our top clients to design and monitor financial plans. She is responsible for ensuring that our clients stay on track to meet their financial goals and adjusts goals and plans when necessary. Tiffany finds passion in leveraging the latest technology to make sure our clients get high value data in the most simple and clear terms possible. In addition, she oversees our technology, compliance, and service departments with the aim of delivering an exceptional experience. She consistently challenges industry “standards” or “norms” and is always looking for ways to incorporate the most effective tools, technologies, and resources on behalf of our clients.
Tiffany has held every position at the firm and has become a walking encyclopedia of knowledge for both staff and clients. Prior to joining Sawchuk Wealth, she worked in human resources, where she discovered her passion for helping people.
Tiffany earned her B.A. from the University of Michigan and holds her Series 7, 63, 66, and insurance licenses. Currently, she is preparing for the Certified Financial Planner examination.
Tiffany and her fiancé, Garrett, are in the midst of planning their wedding. Recently, they purchased a farmhouse, which has become a passion project for them both. She regularly spoils the office staff with fresh-farm eggs. She is always involved in a new project or hobby of some sort, always going all-in. When the day finally slows down, though, she loves nothing more than curling up on the sofa with their dogs, a Labrador Retriever and Border Aussie, and reading a good book.