Sheldon loves being part of the solution. Very little is more rewarding than being asked for advice, and seeing that advice evolve into an enjoyable and stress-free future.
Shortly after starting his financial advising career in 2019, he was immediately thrown into the deep-end by his mentor, gaining decades of knowledge over a short time by handling extremely unique cases that only a long-tenured advisor would run into. That experience quickly developed a strong belief in honesty and clarity when providing financial advice to friends, family, and clients from all walks of life.
The combination of top-tier advice and unique strategies that Sheldon offers is what clients come for, but they stay for the ongoing education and personal relationship that he strongly believes in!
I am licensed for Mutual Funds in the provinces of Ontario, Manitoba, Alberta, and British Columbia.
I am licensed for Insurance in the provinces of Ontario, Manitoba, and Alberta.