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