Who We Help


Let Sharon McCormick’s team of professionals help guide you through all of your important life events with confidence!

 
Planning for Retirement

After years of working, stepping into retirement can be one of the biggest challenges that people face during their lifetime. So, be prepared and take charge now. We can develop and guide you through the retirement planning process with ease so that your goals can be met with success.

Retirement Income Planning

You’ve worked hard all of your life to save your money. Now it’s time to put that nest-egg to work . Let us show you how to create an low-risk income stream so that you can retire with confidence!

Saving for Education

The cost of a post-secondary education has skyrocketed. You know, as a parent or grandparent responsible for a child’s education, how important it is to meet those costs so that your child has a chance to start out on the right foot!

Women and Investing

Empower yourself and take control of your destiny.
Today, women are expected to take on many different roles throughout their lifetime. But, whatever role you're in, it is important to take an active role in navigating your financial future.

Owning a Business

Being a business owner often adds complexity to your personal and business finances. Our Financial Consultants have the experience to support the complex needs of today’s business owners.

Career Changes

You’ve lost your job or simply need a change in your career path. Help take control of your future by updating your financial plan.

Family Changes

Having a new baby, buying a house or caring for a sick family member are just one of the many events that will occur during your lifetime. Each life event may result in dramatic changes to your family’s circumstances. Be prepared to make those important financial decisions!