Advisor
Sheril is an advisor with Wellington West Total Wealth Management Inc., the fee-only financial advisory, financial planning and Portfolio Manager (Restricted) division of the Wellington West Group of Companies. This team was awarded Independent financial Advisor Team of the Year by the London-based Society of Trust and Estate Practitioners (STEP) for 2010/2011, in competition with firms from around the world.
Sheril has worked with David Christianson in the fee-only financial planning profession since 1992. She provides our clients with a high level of service which includes gathering and analyzing information, developing and implementing personalized comprehensive and modular financial plans, consolidating clients' information from investment product suppliers and other third parties, monitoring investment portfolios, preparing quarterly performance reports and income tax preparation.
Sheril successfully completed the FPSC exam in June of 1999 to achieve her CFP designation, and has completed the Jacks Institute Advanced Income Tax Preparation Course, with Honours. Way back when, she graduated number one in the Legal Secretary course of study. She is a member of the CIFPs, the Canadian Institute of Financial Planning.
Sheril, Blaine, Janelle and Olivia reside in Lockport, Manitoba (snowmobile capital of Canada).
Wellington West Total Wealth Management Inc.
300-200 Waterfront Drive
Winnipeg, Manitoba R3B 3P1
Phone: 204.925.5153
Fax: 204.925.5148
Email: skowerko@wellwest.ca
