Investment Advisor, Vice President
Toll Free: +1 (877) 331-5122
Fax: (604) 687-1531
Expertise that's One to One
Born and raised in Vancouver, Fiona has been an Investment Advisor since 1990. Fiona graduated from Brown University, Magna Cum Laude, with a double major in International Relations and Political Science, for which she was awarded the Departmental Award in her senior year.
She began her career with a major bank in their management training program, but decided her skills and interest would find a better home in the investment world, working one-on-one with individuals. As an Investment Advisor, Fiona is a Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) and continues to regularly attend professional conferences to hone her knowledge of wealth management. She loves what she does - and it shows.
In 1999, Fiona was awarded the prestigious honour as the Pacific District Regional Finalist in the Investment Dealers Association Award of Distinction, which is a Canada-wide competition. Her genuine care and attention to her clients and knowledge of the investment landscape resulted in her being chosen by an independent panel of distinguished judges.
Fiona provides an extremely high standard of service and dedication to client contact, building relationships that are in many cases multi-generational. Both sophisticated and novice investors alike find her thoroughness and advice refreshingly insightful. Fiona's clients place enormous trust in her to provide appropriate advice with integrity, which is the keystone of her business.
For those new to investing, or requiring a fresh outlook, customized investment plans are prepared as an investment roadmap. Everyone's needs and goals are different, and your financial situation will evolve over time. Articulating and reviewing what you want your money to do is critical. Fiona can make her team of experts available to her clients in the areas of private banking, protection planning, financial planning and Will and estate preparation/review.
Lauren Sheldon, Client Associate
Lauren Sheldon was born and raised in Vancouver and currently resides with her husband and two young boys in North Vancouver. Lauren has worked in the financial services industry since 2000 and has completed the Canadian Securities Course and the Conduct and Practices Handbook course. She is registered with the Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative.
Lauren prides herself on outstanding client service. She is detail oriented, versatile and proactively tries to anticipate client's needs. Lauren was competing and instructing successfully at an International level in Equestrian show jumping until beginning her career in the financial industry. She still enjoys the horses, and spending time with her family.
Feel free to contact Lauren with any questions you may have about your accounts, or any administrative issues. She would be pleased to assist you.