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Bill Shepherd
Jeff Waite
Karen Theobald

Tel: 705-740-0368
Toll Free: 1800-787-4014

Address

311 George Street N
Peterborough, ON
K9J 3H3
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Bill Shepherd

Portfolio Manager, Vice President, Investment Advisor


Tel (705) 740-0368

Fax (705) 740-2374

E-mail: Bill Shepherd
 

I have been in the wealth management field since 1996, and what I have observed is that when it comes to people’s money, they want to be dealing with a qualified and experienced advisor.

I have surpassed the required credentials and hold the Financial Management Advisor (FMA) designation. I have also obtained the designation Fellow of the Canadian Securities Institute (FCSI). Representing individual integrity and unrivalled professionalism, the designation Fellow of the Canadian Securities Institute (FCSI)® is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honor in the financial services industry.

I have also completed the Canadian Securities Course, and Conduct and Practices Course. I have completed Level I and II Life Insurance which enables me to discuss any of your estate and insurance needs.

In 2011, I received my Portfolio Manager status.

My Specialties:

Portfolio Management
Equities and Fixed Income
Technical Analysis.
Full Financial Planning for Individuals and Companies.
Estate Planning.
Life and Disability Insurance.
RRSPs, RRIFs and RESPs.


®Registered Trademark of Canadian Securities Institute.

 

Jeff Waite

Associate Investment Advisor


Tel (705) 740-1705

Fax (705) 740-2374

E-mail: Jeff Waite

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Jeff Waite is an Associate Investment Advisor with Shepherd Wealth Management. He was born and raised in Peterborough and received his Bachelor of Business Administration from Trent University. He holds the Chartered Professional Accountant designation. He is a proud husband and father, and an avid cyclist. He sits on the Board of Directors as secretary for the Alzheimer’s Society of Peterborough, Kawartha Lakes, Northumberland, Haliburton and as the treasurer for the Peterborough Cycling Club.

 

Karen Theobald

Investment Representative


Tel (705) 740-1730

Fax (705) 740-2374

E-mail: Karen Theobald
 

Karen joined BMO Nesbitt Burns in 2004 and has obtained her Canadian Securities designation. Karen started her career in the life and disability insurance business 30 years ago and has since moved more into the financial services sector of the financial industry.

Karen is happy to assist clients with their everyday needs and/or questions.
Please feel free to call or email Karen with any changes to your account information or other administrative and banking needs.