Sharon Pchajek

“I think of clients’ personal and financial information as pieces of a jigsaw puzzle.”

Sharon has been turning her clients’ personal and financial goals into achievable and successful strategies for more than 25 years. She is known for her personalized service, as evidenced by the number of clients who have been with her since she began, and who have recommended her to their friends and family members. Sharon tries to focus on educating clients as they adjust and set new goals throughout their lives.

As a CPA, CA, and having her CFP^MD designation, Sharon has the knowledge and skills that have helped to grow her clients’ assets, while also protecting their investments in volatile markets. Her years as an accountant in public practice and private industry, love of taxes, and time spent working at CRA, results in both tax efficient investing and saving clients money on their personal taxes.

Sharon’s practice is diverse, representing all ages, genders, and families. After 40 plus years as an advocate, she serves a large clientele within the 2SLGBTQ+ community.  As well, she has developed experience dealing with the specific financial needs faced by single women.

Some pieces of Sharon’s personal puzzle include: the Royal Enfield; her wedding at Fort Whyte; putting on Cocktails in the Trees fundraisers at The Evanson; camping; curling; completing Full/Half Marathons; friendships; touring seven continents (particularly Antarctica); and birding in Darwin!