CLIENTS

 

Every Canadian family will benefit from this process. Selecting the right advisor is one of the most important decisions you will make and requires a thoughtful approach and process which no-one should do alone. Sherwood Partners sole purpose is to help you find the best advisor possible.

our CLIENTS INCLUDE…

  1. Business owners who have sold or are about to sell their business.

  2. Well established professionals at or close to retirement.

  3. Families who have recently come into wealth – inheritance, stock options, lottery, etc

  4. Individuals who are stewards of family wealth.

  5. Young professional families who are just starting out on their financial journey.

What CLIENTS Are Saying

“Extremely happy with the outcome… Sherwood helped us find a a trusted partner who is aligned with my needs going forward and who is my single point of contact for all of my wealth management needs.”

"Sherwood Partners led me and my spouse through a process of self-discovery to clarify our values, goals and advisor needs going forward.”

CLIENT BENEFITS

  1. Greater understanding of your family’s financial needs and objectives.

  2. Clarity on the total amount of fees you are paying your current advisor, as well as lower fees leading to better returns and healthier financial future.

  3. Confidence that you have selected the right financial advisor with an experienced and trusted partner on your side of the table.

  4. An informed decision based on a rigorous and competitive process.

Our clients interview & choose from an outstanding cross-section of advisors

  • Best-in-class’ financial advisory firms.

  • Values based – fiduciary, ethical, client-centred.

  • Various backgrounds, capabilities, and dealer platforms.

  • Team based, sustainable and enduring business models.

  • Different investment philosophies and service models.

  • Competitive and transparent fee structures.