New Year’s Resolutions – Making Financial Health A Priority new_year’s_resolutions_–_making_financial_health_a_priority.pdf
Sharon Takes a holistic approach to planning client portfolios to ensure a firm foundation is formed on which to build her clients' wealth.
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.
30 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.
30 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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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.