Sheryl Maxwell
Sheryl Maxwell, CIM®, CEA Senior Financial Advisor Assistant

Sheryl grew up in rural Saskatchewan and now calls Saskatoon home. She has worked in the financial services industry since 1993, and brings her professionalism and experience to our team. Sheryl is a Registered Representative with IIROC, holds her Chartered Investment Management (CIM®) designation, and is a graduate of the University of Saskatchewan Certificate in Business program.

In addition to being a Notary Public for the province of Saskatchewan, Sheryl holds her Life Insurance license with the Insurance Council of Saskatchewan and her Certified Executor Advisor designation. Committed to ongoing learning initiatives that benefit the needs of our clients, she consistently looks for ways to improve our service offering through her experience and accreditation.

Sheryl volunteers with the Saskatoon Fireside Singers and is a devoted hockey mom, passionate about educating her two children on their Ukrainian heritage. Quality time at the cottage with family and friends fills the balance of Sheryl’s free time.

The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.