About.

​Our Mission

Being a financial advisor is more than just helping someone meet their financial needs through the buying and selling of financial products. An advisor must ensure that they adequately understand all aspects of their client's lives so as to properly guide them through the hills and valleys of the  stock market. 

​At our core, we believe that taking the time to educate our clients is the basis for building and managing investment portfolios that our clients can take faith in.

Our​ Vision

​To empower Canadians to achieve their personal financial aspirations.

Our Values

Financial Literacy:
​We believe that financial literacy should be a mandatory component in the education system. Our youth are our country's future and, in a world with fewer and fewer company pension plans and excessive consumerism, diligent saving  and investing are crucial skills in securing a fulfilling life.

Professionalism:
We believe that the standards, for providing investment advice, need to be elevated to a professional level. Canadians should be able to entrust their hard-earned savings to an accredited Advisor who is focused on quality of advice and not quantity of sales.

Client-Centric:
We are a family-based planning practice. In contrast, many financial institution's wealth management divisions focus solely on high-net worth individuals. Their clients represent profits. To us, our clients represent people.

Respect:
We believe in treating our clients with respect, and their investments with the utmost care and importance. We value the trust that our clients place in us.

Independence:
Being part of an Independent Financial Advisory dealership allows us to foster a client-centric environment rather than the shareholder benefit focus of most publicly-held corporations. We believe that making clients our priority will lead to a stronger company long-term vs. a short-term profit focus which can lead to low service standards.

The Story

Sharon Wigle, Financial Advisor
Honours B.A. Management & Economics, CFA

Sharon's journey in finance has been long but exciting. It began with her honours degree in Management and Economics from the University of Guelph. Shortly after, Sharon pursued a job at a renowned financial organization as an equity trader and financial analyst. This position allowed her to fully comprehend the technical and fundamental analysis behind successful trading. Her passion for finance had definitely taken off. Rather than sticking with institutional investments, Sharon realized that becoming an investment advisor would allow her to help individual families through the financial acumen she had gathered thus far. She obtained her Chartered Financial Analyst (CFA®) designation, and has worked as an advisor since then. Sharon has always made her clients' needs a priority, thus allowing her to achieve optimal portfolio performance while building long-lasting relationships. 

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​Investments are provided through Worldsource Securities Inc., Member of the Canadian Investor Protection Fund, Member of the Investment Industry Regulatory Organization of Canada and sponsoring investment dealer of Sharon Wigle.