WHY WOMEN BUSINESS OWNERS AND THEIR FAMILIES CHOOSE TO WORK WITH SHELDON RICE:
YOU ARE HEARD Be treated with respect and have your dreams, goals and concerns heard.
ACCOUNTABILITY Stay informed through regular reviews. See how your investments have really performed.
IMPARTIALITY Own investments that best suit your needs.
FREE NETWORKING The Women Business Owners Idea Exchange (IDEX) Forum... network and learn new skills from successful women.
Sheldon and the Rice Investment Team partners with andspecializes in working with Women Business Owners and thier families. We are experienced in understanding, supporting and facing financial planning challenges together with our clients. In addition to traditional financial planning services such as managing the investment process and reducing taxes, Sheldon Rice and his team act as a ‘Chief Financial Officer’ to support day-to-day financial decisions, so that clients can spend less time worrying about their financial situation, and more time working on their business success.
"I find Sheldon is very thorough and diligent and provides first rate service. He looks into things very carefully and is always checking to ensure that his clients’ interests are at the forefront. He’s proactive instead of reactive and keeps me well-informed."
– B. Theriault
Consider working with Sheldon Rice "Investment Advisor of Choice for Women Business Owners"
Make financial planning easy. Emailor call Sheldon 613-369-4670 about your financial future today.
