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Sheldon is passionate about helping people, whether it’s family, friends, neighbours, or his wider community. With the support of his Portfolio Management team, clients have the expertise needed to build the right investment mix. As a Wealth Advisor and Family Enterprise Advisor with over 3 decades of industry experience, Sheldon helps Saskatchewan-based families prepare for retirement, protect generational wealth, and transition their businesses or farms with clarity and confidence.
Growing up on the farm has taught him the value of hard work, dedication, integrity, and principles that he carries into every client relationship. Sheldon believes trust is earned, and he is committed to showing up with perseverance and authenticity in everything he does.
At Optimize Wealth Management, his focus is on guiding individuals through the bigger picture: preparing for retirement, staying comfortably retired, and navigating important financial decisions with clarity and confidence.
Within the last 30 years of being in the investment business, Sheldon spent the last 8 years as a Portfolio Manager (PM). He also holds the Certified Financial Planner (CFP), and the Certified Investment Manager (CIM) designations. He is also a Family Enterprise Advisor (FEA), which equips him to help families transition their businesses and farms to the next generation.
For Sheldon, it's not just about numbers, it's about protecting wealth, strengthening family ties, and ensuring that legacies last for generations.
When Sheldon is not working, you'll find him playing hockey, baseball, or helping his community through his Kiwanis service club.
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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.