Sheila Whitehead, MBA

Welcome!

Sheila Whitehead is a Senior 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."

What our clients say:

"Sheila has been guiding me for financial investments for many years. I have a high level of trust with her and her decisions on my behalf. Between Sheila and Julie the level of service is amazing. I really appreciate her great service" F.B.

"This is the first time I have had an Advisor that I do not feel intimidated by. Sheila makes me feel very comfortable. She has the patience of a saint because she will keep explaining until I understand. She is very responsive to my needs. She always returns my phone calls promptly and follows up immediately. I always enjoy meeting with Sheila. Even though investments are a serious business, we still manage to have a few laughs!" D.D.