Scott Sheppard

Investment Advisor @CIBC Wood Gundy

Corner Brook, NL, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2015 — Present

Investment Advisor @CIBC Wood Gundy

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Corner Brook, NL, CA

CIBC Wood Gundy is one of Canada’s premier investment firms. I’m very proud to be a part of the team at Wood Gundy that opened the office in Corner Brook. I came back to CIBC because this company promotes the same values of trust and integrity that have always guided my business dealings. At Wood Gundy, my focus is on delivering a very high level of wealth management by leveraging a very broad group of professionals across the CIBC Group of Companies to bring true value to my clients. Wood Gundy has also given me the tools and freedom to offer the very best and unique investment solutions that I desired for my clientele.

EDUCATION

2001 — 2005

Saint Mary's University

Bachelor's degree

SKILLS

PensionsFinancial PlanningInvestment AdvisoryInvestment StrategiesPortfolio ManagementValue InvestingLife InsuranceSecuritiesEstate PlanningPublic SpeakingTax Free Savings AccountInsuranceFinancial PlannersRetirement PlanningWealthFinancial RiskAsset ManagementTerm Life InsurancePersonal FinanceSuccession PlanningRetirementBondsStrategic Financial PlanningMutual FundsRisk ManagementInvestmentsStock MarketStocksWealth ManagementFinancial AdvisoryEconomicsFinancial Services

ABOUT SCOTT SHEPPARD

I help our clients grow and protect their wealth. We offer full-service holistic…

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