Senior Wealth Advisor, Portfolio Manager
Sheldon is a Senior Wealth Advisor and Portfolio Manager at Wellington-Altus Private Wealth and Partner at Lions Gate Private Wealth Counsel.
Sheldon believes in creating strong, lasting relationships with his clients to fully understand what is important to them and their families. He is focused on service and brings his knowledge, insights, and expertise to guide his clients in making better decisions about their total wealth.
With 25 years’ experience in the investment industry, Sheldon holds the Certified Financial Planner (CFP®), and Chartered Investment Manager (CIM) designations and is also a licensed insurance agent.
Originally from Newfoundland, he attended Memorial University where he completed his Bachelor of Commerce degree in 1994. Going from coast to coast, Sheldon now lives near the mountains on Vancouver’s North Shore. Married to his wife Joyce since 2004, they have two very active teenage sons, Caleb and Nolan. Away from the business, he enjoys riding his adventure motorbike in the mountains of beautiful British Columbia.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.