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Bill Shepherd
Jeff Waite
Karen Theobald

Tel: 705-740-0368
Toll Free: 1800-748-4014

Address
311 George Street N
P.O. BOX 95
Peterborough, ON
K9J 6Y5
Map

Our Mission

To ensure your long-term financial success by providing you with exceptional investment and financial planning expertise.

 

Our Philosophy

The Shepherd Wealth Management team focuses on four pillars of wealth management:

Investments
An investment professional assists clients in making sound financial decisions. Asset allocation is a key driver in achieving financial goals. We will help by analyzing your goals, time frame, situation and risk tolerance to develop a plan that works for you.

Tax Management
The rules of taxation can be complicated. We help to optimize your tax position by using tax-sheltered investment accounts, tax-preferred investments, and other tax strategies such as tax-loss harvesting.

Financial Planning
A financial plan is a necessity on the road to financial security. Not only can we develop a financial plan, but we will help keep you on track and aware of any potential pitfalls.

Client Contact
Good communication is the foundation of successful relationships. Your life is constantly changing and its important for your investment team to understand your needs. As such, we strive to keep a regular dialogue going, even if it simply means checking in.

 

What Clients Say

 

"It's a welcomed breath of fresh air to work with an investment advisor who thinks "outside of the box". Bill's combination of experience, technical analysis and a user-friendly fee structure is more than a formula for success - it clearly puts him on your team. I have worked with Bill for many years and this new direction reflects his ongoing commitment to offering his clients the best."

Ian Sinclair, Toronto, Ontario
 


"Bill Shepherd has been our financial advisor for some time now and we have found him to be knowledgeable about current market trends and how they apply to our personal portfolio. He has been accessible and diligent in his dealings with us. His planning strategy has the individual's financial concerns and welfare first and foremost which promotes confidence in his abilities and makes for an all round good relationship."

Gordon and Patricia Vivian, Peterborough, Ontario


 

The opinions expressed above are those of the named client author and are in no way representative of the views of all clients.  Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.