"As a businesswoman, with little time to devote to investing or financial planning, I was thrilled to find Sheldon. He took the time to learn about my needs & created an innovative personal plan for me, which was simple to understand & easy to follow."

- Leslie Coates, 2002 Ottawa Business Woman of the Year

"Sheldon Rice has been my investment advisor for more than five years now and I'm very happy with both his level of service and the quality of his investment recommendations. He's never steered me wrong and he's always on the lookout for opportunities that suit my needs. I trust him siplicitly and would highly recommend him."

- P. Marinoff

"Sheldon always calls me to discuss any changes to my portfolio, he schedules regular meetings to review my investment performance, and he keeps track of how things are doing. If I call with a question, he always gets back to me. Quality of service is excellent." 

- B. Teasdale

"What I appreciate most about Sheldon is the consistency and quality of service he provides. He's able to make decisions that are appropriate for me because he understands where my family is at and can predict what financial situations are coming up for me. When he calls, it is to discuss my whole portfolio and how this fits with my life, not to push specific products."

- R. Wisener 

"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

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

 “Customized Investment Solutions for Women Business Owners”