About Me

Sheldon joined BMO Nesbitt Burns in 1998 and has spent more than 25 years helping clients navigate changing markets and achieve their long-term financial goals.

As a Portfolio Manager, he focuses on building customized portfolios designed around each client's unique objectives, risk tolerance, and income needs. His investment philosophy emphasizes owning high-quality businesses, investing with patience and discipline, and creating long-term wealth through quality investments and dividend-paying companies.

Known for his personalized approach and commitment to client relationships, Sheldon works closely with individuals and families to provide thoughtful advice and portfolio management tailored to their evolving needs.

Outside of work, Sheldon enjoys spending time at his cottage with his family. Whether he's ice fishing, snowmobiling, or gardening with his wife, Jodi, he enjoys spending time at the lake year-round.

Cheryl Cadieux manages my team's administration and is an invaluable resource for supporting our clients and keeping our practice in good order. She opens and updates accounts, performs trade execution, takes orders and handles cheques, EFTs, and account queries. Before joining BMO Private Wealth, Cheryl began her career at C.M. Oliver Financial Corporation and has also worked with Macquarie Private Wealth, HSBC, Jennings Capital and Leede Financial Markets.

Cheryl has worked in the investment industry since 1997 and has completed the Canadian Securities Course and the Conduct and Practices Handbook Course with the Canadian Securities Institute.

In her personal time, Cheryl pursues her love of travel, photography and reading.