Shelagh takes a relationship-focused approach to building your wealth, ensuring your wealth strategy is on track by building an intimate understanding of your family’s circumstances, goals and priorities. Through sound investment advice and dedicated service, her role is to help you enjoy your wealth today, while feeling confident in your secure financial future.
As a licensed Portfolio Manager and Chartered Investment Manager (CIM) with 25 years in the industry, Shelagh is specially qualified to offer advisor-managed portfolio service. This means she is capable of making investment decisions on your behalf, freeing you from the burden of daily investment decisions and empowering our team to take advantage of market opportunities as they arise. This qualification is earned by meeting stringent industry requirements, such as having significant assets under administration, years spent successfully advising investors and completing rigorous academic testing.
Shelagh takes the responsibility of managing your wealth very seriously, and ensures your portfolio is carefully crafted to reflect your goals, risk tolerance and income needs as they evolve. She also works with an extended team of wealth specialists in areas like financial planning, insurance, Will and estate planning, and business planning to provide an all-encompassing service.
Shelagh holds a Bachelor's degree from the University of Winnipeg and is also life insurance licensed and options licensed. A believer in building strong communities, she supports many charities, including the United Way, MS Society, Siloam Mission, Manitoba Society for Schizophrenia, Cancer Care and The Humane Society. Shelagh and her husband, John, enjoy spending lots of time with their children and grandchildren.
