I have been delivering customized wealth management strategies while providing a very high level of service to affluent investors for over 28 years. With the help of my team, I help clients achieve their investment objectives – saving for retirement, minimizing taxes, setting aside funds for a major purchase or financing their child’s education.
After graduating from Carleton University with an Honours Bachelor of Arts in Economics and Finance, I worked as an economic consultant specializing in economic development, international trade and agri-industry research at Econolynx International and as a Financial Advisor at Midland Walwyn. I joined BMO Nesbitt Burns in 2002 to have the opportunity to work directly with clients to help them achieve their personal and financial goals.
Sharon has supported me and my clients since I joined Nesbitt Burns in 2002. She has always been at the core of my ability to deliver top-tier service. Sharon manages our administrative hub, handles all the paperwork, deals with client queries, executes trades, and oversees compliance matters.
Outgoing and patient, Sharon demystifies the wealth journey and is very good at making things easy and streamlined – our clients love her for it. She helps people understand financial terms, processes and online technology that can seem foreign and treats them the way she would like to be treated. Contact Sharon if you need help completing any documents, have a question about your account or general financial matters, want to transfer money, or have any other needs.
Born in Halifax but raised in Ottawa, where she still resides, Sharon raised two sons as a single parent and has been blessed with two granddaughters. After work, she relaxes by doing crafts such as knitting, stained glass and rug hooking.