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Start for FreeSheldon Niemiec
Wealth Advisor @Scotia Wealth Management
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WORK HISTORY
Wealth Advisor @Scotia Wealth Management
Calgary, AB, CA
Do you have a team of financial specialists working for you?We find many business owners and professionals have a team of accountants, lawyers and others working for them. What about your personal and business finances?My team and I specialize in Total Wealth Planning, investment strategies for personal and corporate accounts, unique lending solutions commercial banks can’t offer, wealth-building insurance strategies and tailored philanthropy options. When finances become complex, we manage that complexity to reduce the burden.We’ve helped numerous families and individuals manage their finances, plan for the sale of their business, create and implement financial and estate plans and beyond. Our goal is to reduce complexity and provide a simple option that works for you.At the end of the day, the most important factor when choosing an advisory team is fit.Let’s determine if we’re the right fit. We will start with an introductory conversation covering your personal and business situation, plans and goals. I’ll then introduce what my team and I do. From there, we’ll discuss areas where we can work together.I am available on LinkedIn or s••••••••@scotiawealth.com. Please connect and send me a message for my direct cellphone number.
EDUCATION
Southern Alberta Institute of Technology (SAIT)
Diploma - Business Management, Finance
Banff Mountain Academy
High School Diploma
The University of Lethbridge
Bachelor of Management, Finance
Ivey Business School at Western University
Master of Business Administration - MBA
ABOUT SHELDON NIEMIEC
I work with business owners, professionals and affluent families to ensure their wealth is managed in a way that provides clarity, tax efficiency and a path to achieving their long-term goals. Retirement planning is important, but I believe financial independence is a more rewarding goal to discuss and plan for.Outside of work, you can find me skiing or mountain biking in the Bow Valley where I grew up. Otherwise, I\'m probably spending time with my family and young son, at a race track or car show. I also volunteer with Junior Achievement to teach youth about finance, economics and what post-secondary programs can mean to their careers.At 19 years old, I received a cheque for $400 from the \'Ralph Bucks\' program. With no immediate plans for the money, I decided to invest it. It turned out to be one of the best decisions I\'ve made. It lead me to pursue a career in finance and then ultimately become a wealth advisor.Specialties: Total Wealth Planning | Retirement Planning | Succession Planning | Tax-efficient planning | Estate and Charitable Structuring |
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