Trinity Holistic Wealth/Designed Securities Inc.
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Sharon formed Trinity Holistic Wealth in 2016 in order to provide independent investment advice for her clients. Choosing the independent channel vs. being tied to offering only one investment/ bank company's products is crucial in producing unbiased advice and, therefore, the best possible financial solutions for clients.
As a Chartered Financial Analyst and an Investment Advisor for over 30 years, Sharon has extensive investment experience and has always put her clients best interests first in her decision making process. Sharon joined the independent Investment Dealer Designed Securities Ltd in September 2021 as it was clear that this was a shared goal.
Educating clients to help make them feel comfortable with their investment portfolios is the top priority at Trinity Holistic Wealth/ Designed Securities Ltd.
As a Chartered Financial Analyst and an Investment Advisor for over 30 years, Sharon has extensive investment experience and has always put her clients best interests first in her decision making process. Sharon joined the independent Investment Dealer Designed Securities Ltd in September 2021 as it was clear that this was a shared goal.
Educating clients to help make them feel comfortable with their investment portfolios is the top priority at Trinity Holistic Wealth/ Designed Securities Ltd.
Why Do You Need An Advisor?
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Professional Experience:
If you had a medical emergency, you would call a professional. Why not do the same for your finances? Sharon brings 35+ years of experience in the field. This experience obtained at large financial institutions such as Manulife, Mutual Life, and Berkshire has allowed her to become a trustworthy counsel. Sharon offers you a more in-depth perspective on the financial markets due to her strict regimen of evaluating news, analyzing core financials, and being attentive to her client's needs. Studies have shown that professional investment advice has created strong value for Canadians . In fact, investors working with advisors for 15 years or more have accumulated 3.9X the savings vs. Canadians working without advice! downloads_new.php (ific.ca) As an advisor, Sharon is here to walk you through the volatile but rewarding journey of a financially conscious life! How do you choose an investment advisor? Researching their credentials is a good start! Not all Investment Advisors are equal in this regard. What Designations Should Your Financial Advisor Have? (forbes.com) Advisorsavvy - Financial Advisor Qualifications Canada |
Constant Improvements:
A successful investment portfolio must always be reviewed and analyzed. A volatile investment market requires systematic attentiveness to current world events and valuations. Sharon's early role as a stock trader and analyst at Mutual Life has allowed her to process this difficult information quickly. She then draws conclusions and makes informed decisions based on her analysis. Your portfolio will consistently be audited and adapted to meet changing investment and your personal investor dynamics. Sharon makes continued education a priority to stay abreast of the most recent research and developments. |
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Investments are provided through Designed 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.
IIROC AdvisorReport |
Sharon Wigle is an Investment Advisor and is also licensed for the sale of insurance. Sharon Wigle is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Trinity Holistic Wealth of Designed Securities Ltd. is a separate legal entity.
Investment products are provided by Designed Securities Ltd. and include, but are not limited to, mutual funds, stocks, and bonds. Sharon Wigle is registered to provide investment advice and solutions to clients residing in the province of Ontario; B.C.; and, Alberta.
Any advice which may be given in respect of non-securities services is given by Sharon Wigle solely and no such advice is given in their capacity as a registrant of Designed Securities Ltd. Canadian Investor Protection Fund (CIPF) coverage is available to IIROC Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member. Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, Designed Securities Ltd. is not providing and does not supervise any of the above noted activities and you should not rely on Designed Securities Ltd. for any review of any non-securities services provided by Sharon Wigle and Trinity Holistic Wealth.
No information on this website shall be deemed as investment advice or a recommendation. The information provided may be gathered from sources believed to be accurate. This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of Designed Securities Ltd. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice.
By accessing links to external websites, you will be leaving this website, and Trinity Holistic Wealth of Designed Securities Ltd. are not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of Sharon Wigle.
Investment products are provided by Designed Securities Ltd. and include, but are not limited to, mutual funds, stocks, and bonds. Sharon Wigle is registered to provide investment advice and solutions to clients residing in the province of Ontario; B.C.; and, Alberta.
Any advice which may be given in respect of non-securities services is given by Sharon Wigle solely and no such advice is given in their capacity as a registrant of Designed Securities Ltd. Canadian Investor Protection Fund (CIPF) coverage is available to IIROC Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member. Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, Designed Securities Ltd. is not providing and does not supervise any of the above noted activities and you should not rely on Designed Securities Ltd. for any review of any non-securities services provided by Sharon Wigle and Trinity Holistic Wealth.
No information on this website shall be deemed as investment advice or a recommendation. The information provided may be gathered from sources believed to be accurate. This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of Designed Securities Ltd. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice.
By accessing links to external websites, you will be leaving this website, and Trinity Holistic Wealth of Designed Securities Ltd. are not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of Sharon Wigle.
