Sheila Whitehead is a Vice President, Portfolio Manager and Wealth Advisor with RBC Dominion Securities who works with a team of dedicated professionals to help clients achieve their financial goals. She offers a range of services including portfolio management, retirement and estate planning. Her practice is grounded in the relationships of trust that she has built with her clients and her pragmatic, disciplined approach to investing.
Her goal is to make a significant impact in the lives of her clients. She does this by:
- Taking the weight of wealth management off their shoulders.
- Providing peace of mind with respect to their financial affairs.
- Freeing up their time
- Being the voice of calm in volatile markets.
- Guiding them with sound advice through every stage of life
"I grew up in a family with an underlying attitude of scarcity around money, even though we were relatively well off. My decision to enter the financial services world was influenced, in part, by the desire to help individuals have peace of mind about their financial situation so they can enjoy the important things in life. If there is one thing that I believe in, it's that retirement is not a destination."