Analyzing
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Planning
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Managing
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Experience:
1.
A unique background of experience in equity trading and analysis.
2.
A professional level of education, through the Chartered Financial Analyst (CFA®) designation which, although considered the gold-standard, is in the minority in the investment advisory business. Check out what the CFA is all about by clicking our button below.
3.
26 years of experience helping to match client lifestyle goals with appropriate investment portfolios.
4.
A focus on family-based planning, which assures that not only you, but your children and grandchildren, will receive the service and guidance you need and deserve.
5.
A passion to help others live lives of fulfillment.
1.
A unique background of experience in equity trading and analysis.
2.
A professional level of education, through the Chartered Financial Analyst (CFA®) designation which, although considered the gold-standard, is in the minority in the investment advisory business. Check out what the CFA is all about by clicking our button below.
3.
26 years of experience helping to match client lifestyle goals with appropriate investment portfolios.
4.
A focus on family-based planning, which assures that not only you, but your children and grandchildren, will receive the service and guidance you need and deserve.
5.
A passion to help others live lives of fulfillment.
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Offered A Pension Package?
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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.