Sharon has been in the financial industry for over 14 years. She provides team coordination and to support Jason in the day to day administrative responsibilities of his business, client account inquires, creating proposals, trading, managing accounts, marketing, research and to ensure that the highest standard of client services are maintained.
Sharon obtained her Associated Art degree in California and continued her study in Bachelor of Science degree in General Science from University of British Columbia. A strong believer in continuous education, Sharon has completed a series of investment planning and portfolio management courses. Sharon holds the distinguished designation of Chartered Investment Manager (CIM®) from the Canadian Securities Institute (CSI), and has also achieved the highest standard in our industry by completing the Fellow of the Canadian Securities Institute(FCSI®) designation. She has also completed the Professional Financial Planning Course (PFPC), Wealth Management Essentials (WME) and Derivatives Fundamentals and Options Licensing Course (DFOL). Sharon is fully licensed as a Registered Representative and has obtained her options license.
