• One-on-One Learning with Sheldon
  Clients prefer Sheldon’s ability to explain financial concepts in every-day language.  Sheldon meets with clients regularly (at minimum twice per year) and when day-to-day financial decision support is required.  At every meeting, clients are encouraged to ask questions, and Sheldon uses these questions as an opportunity to learn.
  
  
• Learn with Your Peers and Industry Experts – Seminars
  • Women Business Owners IDEX – Ideas Exchange Forum
    
    
    
• Learn on Your Own Time
• Seven Questions to help you picture the retirement life you want, then build your personalized plan

 Email or call Sheldon 613-369-4670 about your financial future today.

 “Customized Investment Solutions for Women Business Owners”