“Our goal is to own property around the world”: Sara Loriot is determined to continue dreaming big

Loriot is the host of “Diver Dividends,” a video podcast series from the Toronto CFA Association that premiered in January. The series’ in-depth, candid interviews were conducted with senior leaders from different departments and topics, including asset management. Below, she shares her earliest money-making memories, her money hero, that made her start from the financial field, and that she wanted to own the next vacation property.

Who is your money hero?

As a finance professional, I might think I have a rich hero, but I don’t. However, some people have influenced my view of money. My sister influenced me to become keen on finance at a very young age because she identified the early signs I had about me, which led her to think I would be good at it. We planned to start business as a kid, and my role was to manage finances. It really bothers me because she really believes I will be good at it, and so do I do it! This completely affected my career trajectory. Also, when I was 12 or 13, my best friend’s father gave me a book titled A wealthy barber David Chilton. When I discovered the power of compounding, the book had a profound impact on me. At that time, I felt that I had discovered it.

How do you want to spend your free time?

I love spending my free time with my family, creating memories and watching my one-year-old daughter grow up. Funny enough, I can’t remember what we did all our free time before my husband and I had a baby! The easiest moments with our family, such as having a dance party with our daughter, are the best. We also love spending time on the cabin, connecting with nature, trying new recipes and discovering new wines (not with my daughter of course.)

In addition to creating memories with my family, I also like to spend my free time doing things that I hope will have an impact. I am a volunteer with the Toronto CFA Association, the largest professional association in the world that serves the financial and investment industries in Toronto. My interaction with this organization allows me to organize activities related to me and the topics I care about. For example, I have organized a conference on the topic of women in finance, and I am the host of the new series “Diver Dividends” in CFA Society Toronto, where I can interview influential leaders in our industry. Toronto has played a role in my career as part of the CFA Society Toronto. I wish I knew I could become a member before becoming a CFA franchise holder.

If money was not the object, what would you do now?

Do you want to see my vision board? My husband and I have ambitious goals for our future, which allows me to reframe how I see money and where I have in my life. Money will enable me to reach our ultimate goal of spending good time with our family without limits. Part of our lofty goal is to own property around the world and spend time in every world according to our inner desire. A big dream, right? So if money is not the object, you will find me, my husband and daughter leaning on water in our Spanish villa. It feels ambitious and far away, but the best way to make sure it happens is to start dreaming about it.

What was your earliest memory of money?

I remember being very debt-free and saving every penny I have. This may be due to my parents’ bad money and the impact on me. Still, I always have everything I need. But, I remember pledging myself at a very young age and I feel financially comfortable when I grow up.

What is the first thing you remember to buy with your own money?

Sara, five, received $20 on her birthday and bought a pair of shoes. The older Sarah is still the same!

What was your first job?

When I got my first job, I was 15 years old, and I was working in the St-Hubert kitchen of the Quebec chain.