In 2013, I embarked on a new journey – this blog, Perspectives. Its objective is to provide insight into the financial markets and perspective on strategic wealth management issues. There is never a shortage of topics to share and I believe that the blog has been a great way to communicate with clients and friends in a timely manner. Enjoy!

Contact Shelly

Phone:     (604) 844-5327
Toll Free:  (888) 886-3586
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Latest Update

Happy Canada Day
By Shelly Appleton-Benko | June 30, 2020

We hope you enjoy this this 3-minute video on reasons we are grateful to be in Canada!

Music:                                 Can't see the video above? Click here to get Adobe Flash® Player


Past Presentations

Contact us if you would be interested in a copy of the presentation.

About Shelly

Shelly is a Portfolio Manager with expertise in strategic wealth management. She has over 20 years of investment experience, helping affluent clients build, preserve and transition wealth. She manages her clients’ financial resources by considering not only their fiscal situation, but also their non-financial needs and priorities. Taking the time to understand these priorities, she forms a cohesive and effective wealth management strategy for her clients.

Recognizing that a financial plan is constantly evolving, Shelly provides a full range of financial strategies relevant to different life stages. Her business focuses on advising families, entrepreneurs, as well as not-for-profit organizations and corporations with tailored financial solutions. + Learn More

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