https://www.sherwoodpartners.ca/home daily 1.0 2022-03-14 https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/50f70106-ae1f-46c8-87c5-1d255fb9ba4c/jessica-rockowitz-_U_M_S-G5zE-unsplash.jpg Home - Your assets represent your life’s work. you worked hard to earn it and choosing the right advisory firm is critically important to reach your long term goals. LEt us help. https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/b3412525-667e-49ff-806d-98902d4ac925/arturo-castaneyra-tPE60iK97qw-unsplash.jpg Home - WE BELIEVE… The financial services industry is complex and difficult to navigate. Fee transparency is opaque and Canadian investors very often end up paying more than they should. The balance of power in the advisor/client relationship is tilted heavily in favour of the advisor & needs to shift back to the investor. Most Canadian investors won’t ask their advisor tough questions or even know what questions to ask. We can help. https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/ede37aae-c1cc-4e1f-8c2e-094dd79529d1/christian-bowen-Cc10IJDoj78-unsplash.jpg Home - shifting the power to you. Canadian investors need help to level the playing field when searching for an advisor. We create a customized, collaborative and competitive process that helps you choose the financial advisory firm best suited to you. Sherwood Partners was created to help you make the most informed, educated and best decision as it relates to your financial advisor. https://www.sherwoodpartners.ca/about daily 0.75 2022-03-31 https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/3ebe35ec-c786-4077-a337-6c05e6b231d7/2.png ABOUT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/29bce28d-9e0a-4b54-9855-b855443ad633/1.png ABOUT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/8c9d8443-0d36-4a81-b768-c974be84ae65/Untitled+design+-+2022-01-16T205613.098.png ABOUT - our UNIQUE VALUE We provide customized one-on-one coaching and advice to Canadian families to help them make an informed decision and find the financial advisory firm that is right for them. Independent and trusted advice directly from Afsar, one of Canada’s leading financial services consultants. Knowledge and education about the complex world of advisory firms. Access to select group of Canada’s best financial advisory firms extensively reviewed and chosen by Sherwood Partners. A robust selection process designed to meet each families needs and objectives with personalized service and attention. Providing families clarity and peace of mind that their financial affairs are well-looked after for life. https://www.sherwoodpartners.ca/contact daily 0.75 2022-08-03 https://www.sherwoodpartners.ca/clients daily 0.75 2022-08-08 https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/de1f8588-873a-40a4-8c33-4636f85adfc9/sven-mieke-zlA7c39DfFk-unsplash.jpg CLIENTS - our CLIENTS INCLUDE… Business owners who have sold or are about to sell their business. Well established professionals at or close to retirement. Families who have recently come into wealth – inheritance, stock options, lottery, etc Individuals who are stewards of family wealth. Young professional families who are just starting out on their financial journey. https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/a82dd298-cea5-4780-8918-5014e4ecccf4/nikola-saliba-BonFa3wUrnU-unsplash.jpg CLIENTS - CLIENT BENEFITS Greater understanding of your family’s financial needs and objectives. 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. Confidence that you have selected the right financial advisor with an experienced and trusted partner on your side of the table. An informed decision based on a rigorous and competitive process. https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/ce1adf95-5302-4941-8c15-7ef5bb0f5164/Untitled+%28Instagram+Post%29+%283%29.png CLIENTS 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. https://www.sherwoodpartners.ca/advisors daily 0.75 2022-08-08 https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/1471ff07-3c2a-4c98-8ac4-76528d53f20c/nikola-saliba-BonFa3wUrnU-unsplash.jpg ADVISORS - ADVISOR BENEFITS HNW client who fits advisors target market. Access to client’s network and cross product opportunities. Effective and low risk form of client acquisition. Strengthen the quality of recurring revenue stream. https://www.sherwoodpartners.ca/process daily 0.75 2022-08-08 https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/e5126ec1-b1ee-4e6a-95e5-9c5cc9d8f6fb/Copy+of+Copy+of+Copy+of+SHERWOOD+PARTNERS+%28Presentation%29+%287%29.jpg PROCESS https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/ad260834-c55e-443e-936e-8cca2ee929ed/Untitled+%28Instagram+Post%29+%282%29.png PROCESS - HOW WE WORK… WE LEARN about our client's current financial situation & long-term goals. WE EDUCATE our clients on the different types of advisory firms. WE CREATE a short list of “best in class” advisors suited to their needs. WE ATTEND advisor meetings and ask the tough questions. WE LEVERAGE the process to negotiate the lowest fees possible. WE PROVIDE ongoing follow up to ensure satisfaction. https://www.sherwoodpartners.ca/resources daily 0.75 2022-08-08 https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/1643395107567-PJOX2P1V8RQURJRFNF2Y/Screen+Shot+2022-01-28+at+1.32.24+PM.png RESOURCES https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/1648693205126-ERYKKMF7678BQRZ4SPRO/aaron-burden-cEukkv42O40-unsplash.jpg RESOURCES https://images.squarespace-cdn.com/content/v1/61e4b3ed2b2d1f5351b61dc2/1648693287192-JG4HY9X0PXXIHMU0KHLJ/scott-graham-5fNmWej4tAA-unsplash.jpeg RESOURCES