Trinity Holistic Wealth/Designed Securities Inc.

Sharon formed Trinity Holistic Wealth in 2016 in order to produce the best possible financial solutions for her clients. As a Chartered Financial Analyst and an Investment Advisor for over 30 years, Sharon has always put her clients best interests first in her decision making process and joined the Investment Dealer Designed Securities Ltd in September 2021 as it was clear that this was a shared goal.

Educating clients to make them feel comfortable with their investment portfolios is the top priority at Trinity Holistic Wealth/ Designed Securities Ltd.

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Why Do You Need An Advisor?

​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 the 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!
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As an advisor, Sharon is here to walk you through the volatile but rewarding journey of a financially conscious life!

How to choose an investment advisor? Researching their credentials is a good start! 
What Designations Should Your Financial Advisor Have? (forbes.com)
​Advisorsavvy - Financial Advisor Qualifications Canada
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​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 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 takeaways. Your portfolio will consistently be audited and adapted to meet changing investment and personal investor dynamics. Sharon makes continued education a priority to stay abreast of the most recent research and developments. 
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.

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