Trinity Holistic Wealth

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 26 years, Sharon has always put her clients best interest first in her decision making process.

Making sure clients feel safe and protected is a top priority for Trinity Holistic Wealth.

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Why Do You Need An Advisor?

​Professional Experience:
​If you broke your arm, you would call a professional. Why not do the same for your finances? Sharon brings 30+ 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. As an advisor, Sharon is here to walk you through the volatile but rewarding journey of a financially conscious life!
​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 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.

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