President and Senior Advisor
Known for his ability to explain and navigate complex financial situations, Sheldon makes financial advice accessible to a wide range of clients. His strength lies in his ability to use his real world experience to generate real benefits for his clients. He helps both clients and advisors extract the most value from their current financial situations and guides them to new areas and opportunities for growth. Today, as President of Stier Financial Advisors Inc., Sheldon is excited to lead his team as they expand operations across western Canada, bringing the firms planning philosophy to new advisors and clients looking for real-world, world-class financial advice to improve their financial position and live their best life.
1991 – Canadian Insurance Course
2000 – Canadian Investment Funds Course
2003 – Canadian Securities Course
2005 – Partners Directors and Senior Officers Course.
Sheldon is a Board Member of the Independent Financial Brokers of Canada. He also continues the furthering of his academic knowledge and is currently pursuing his professional designations as both a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).
Stier Financial Advisors Inc. (SFA), works with independent financial advisors to deliver financial solutions to Canadians. SFA provides access to numerous curated financial products and services, tailored to SFA, its advisor network and their clientele.