Sarah Kolla-Empey
Wealth Advisor; CPA, CA, TEP, CFP
Sarah is wealth advisor with an accounting background. She takes a holistic approach to solving her clients’ financial puzzles.
Sarah utilizes her accounting and tax background when working with clients to create a tailored plan to ensure they achieve financial security through making informed decisions regarding their investments, insurance, estate plans and other decisions life brings. She primarily works with business owners and professionals who are looking to work with a tax and wealth planning expert to ensure their business and family can thrive now and in the future.
Sarah attended the University of Saskatchewan where she completed a Bachelor of Commerce in Accounting. She has over a decade of experience working in public accounting helping clients navigate the complex world of tax while working with individuals and private, public and non-profit organizations. Sarah joined the wealth management industry in 2018 and recently passed the Certified Financial Planner qualification exam to obtain her CFP designation.
When not working, Sarah and her husband are busy chasing their two kids to their many activities and enjoys traveling and spending time at the family cottage. She loves relaxing with wine and great food.
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Rick Kolla
WEALTH ADVISOR
Rick is a certified financial planner who brings over 30 years of industry experience to his clients experience. He always invested the time to get to know his clients and values building long term relationships. Precision planning has always been key to his clients’ success in achieving their family goals.
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Almira Erenea
CLIENT SERVICE ASSOCIATE
Almira joined the Mallard Wealth Advisors team in 2018. She assists Rick and Sarah Kolla with client support and administration, which includes preparing documentations for client meetings, scheduling appointments, and organizing marketing activities.
