Sheridan Wealth Management Group

Jim Sheridan

Director, Portfolio Manager & Wealth Advisor

905-469-7040 | Email me

Before joining RBC Dominion Securities, Jim was the President and founder of another full-service investment firm catering to high-net-worth individuals and corporations. Prior to this venture, Jim was a Vice-President of Nesbitt Burns Private Client Division. Jim opened the first Burns Fry office in Brockville, Ontario, in 1993, to manage investment portfolios for individual clients.

Jim's extensive experience also includes time as a risk analyst for the Union Bank of Switzerland in Toronto and New York and working in corporate banking for CIBC in Toronto. Jim was also a professional options trader for the Amsterdam Options Traders, trading index and equity options in Montreal, Toronto and Amsterdam.

Jim works closely with an extended team within RBC Dominion Securities and RBC Royal Bank who can assist his clients with personal and commercial lending, strategic insurance as well as will and estate planning.

Jim has a Bachelor of Arts degree in Economics from McGill University in Montreal and is a graduate of Upper Canada College in Toronto.

Stephen Masson

Associate Portfolio Manager

905-469-7044 | Email me

Stephen has 20 years of industry experience encompassing equity research, private capital, risk management and investing across a wide range of asset classes. He has also been a keynote speaker on BNN and the Financial Post. As a member of our team, Steve applies his expertise to help preserve and enhance the wealth of affluent investors, families and institutions.

Andrew Giorgio

Financial Planner

905-469-7074 | Email me

Andrew exclusively supports the Sheridan Wealth Management Group in preparing and presenting comprehensive financial plans for our clients. The plans include strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth tax efficiently and make the most of your philanthropic legacy.

Erica Widdup

Associate

905-469-7042 | Email me

Erica joined RBC Dominion Securities in 2011, bringing with her over a decade of experience in client-focused businesses such as direct sales, corporate communications and public relations. She is licensed to trade and is responsible for all administrative priorities of client accounts. She is a graduate of the Ivey School of Business at the University of Western Ontario. Erica and her husband enjoy life in Oakville with their twin daughters.

Cheryl Leigh Cheevers, CIM

Associate

905-469-2726 | Email me

» Sheridan Wealth Management Group introductory brochure

 

          Catherine Nicholls

             Vice President, Will & Estate Consultant

             

Catherine works closely with the Sheridan Wealth Management Group to provide clients with information on structuring your estate in an efficient and tax effective manner. Read more...

 

         Suzanne Schultz, CA, CFP

            Estate Planning Specialist

 

Working in conjunction with the Sheridan Wealth Management Group, Suzanne employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. Read more...

 

         Stojanka Milivojevic

            Royal Bank of Canada, Financial Advisor

 

Stojanka partners with our group to deliver solutions to our clients related to everyday banking, cash flow and credit needs. Whether helping with bank accounts, credit cards, loans or mortgages, or even a small business, Stojanka provides advice that is timely, and her mobile capabilities make it convenient for our clients.

 

RBC Private Banking

The Sheridan Wealth Management Group works with select partners from RBC Private Banking to offer clients an exclusive, personal service and comprehensive financial solutions. Learn more...