Please complete the CAPTCHA to continue
@sbwdirection.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Roger Sinclair is listed as Founder and Partner at SBW Wealth Management, based in Dartmouth, Nova Scotia, Canada. AeroLeads shows a work email signal at sbwdirection.com and a matched LinkedIn profile for Roger Sinclair.
Roger Sinclair previously worked as Vice Chair and AGM Chair (2019) at Conference For Advanced Life Underwriting and Volunteer Fundraiser and Board Member at Brigadoon Children'S Camp Society. Roger Sinclair holds Bba from Upei.
This section adds company-level context without repeating Roger Sinclair's masked contact details.
AeroLeads found 1 current-domain work email signal for Roger Sinclair. Compare company email patterns before reaching out.
I’ve enjoyed spending the last 38 years providing practical financial advice to clients throughout Canada. Through the years, my clients have presented all manner of financial opportunity, challenge and complexity. My response is invariably to take the time to understand their priorities, develop an approach to address them, help them to implement them and then continue to work with them through a program of ongoing review and adjustment.I enjoy taking an active role in community volunteer groups helping them to understand their challenges and then create a clear path of action.
Listed skills include Estate Planning, Wealth Management, Retirement Planning, Certified Financial Planner, and 1 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Halifax, NS
I am committed to understanding the priorities of my clients, developing approaches to address them, helping them to implement them and then continuing to work with them through ongoing review and adjustment.
Canada
Responsible for the organization of the Annual General Meeting (AGM) in Ottawa which will be attended by over 600 members from across Canada. Features presentations by leading Tax, Estate Planning and Insurance experts from the US and Canada. As well there are two days of workshops in various areas of advanced financial planning.
Previous chairman of the original capital campaign of the Brigadoon Children's Camp Society, a non-profit organization that has built and manages a year-round facility for residential camps for children and youth living with a chronic illness.
Quick answers generated from the profile data available on this page.
Roger Sinclair works for SBW Wealth Management.
Roger Sinclair is listed as Founder and Partner at SBW Wealth Management.
AeroLeads has found 1 work email signal at @sbwdirection.com for Roger Sinclair at SBW Wealth Management.
Roger Sinclair is based in Dartmouth, Nova Scotia, Canada while working with SBW Wealth Management.
Roger Sinclair has worked for Sbw Wealth Management, Conference For Advanced Life Underwriting, and Brigadoon Children'S Camp Society.
You can use AeroLeads to view verified contact signals for Roger Sinclair at SBW Wealth Management, including work email, phone, and LinkedIn data when available.
Roger Sinclair holds Bba from Upei.
Roger Sinclair is listed with skills including Estate Planning, Wealth Management, Retirement Planning, Certified Financial Planner, and Bachelor Of Business Administration.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Roger Sinclair you were looking for.
