Roger Sinclair

Roger Sinclair Email and Phone Number

Founder and Partner @ SBW Wealth Management
Roger Sinclair's Location
Dartmouth, Nova Scotia, Canada, Canada
Roger Sinclair's Contact Details

Roger Sinclair work email

Roger Sinclair personal email

n/a
About Roger Sinclair

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.

Roger Sinclair's Current Company Details
SBW Wealth Management

Sbw Wealth Management

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Founder and Partner
Roger Sinclair Work Experience Details
  • Sbw Wealth Management
    Founder And Partner
    Sbw Wealth Management Jun 1982 - Present
    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.
    View
  • Conference For Advanced Life Underwriting
    Vice Chair And Agm Chair (2019)
    Conference For Advanced Life Underwriting May 2018 - Present
    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.
    View
  • Brigadoon Children'S Camp Society
    Volunteer Fundraiser And Board Member
    Brigadoon Children'S Camp Society 2006 - Present
    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.

Roger Sinclair Skills

Estate Planning Wealth Management Retirement Planning Certified Financial Planner Bachelor Of Business Administration

Roger Sinclair Education Details

  • Upei
    Upei
    Bba

Frequently Asked Questions about Roger Sinclair

What company does Roger Sinclair work for?

Roger Sinclair works for Sbw Wealth Management

What is Roger Sinclair's role at the current company?

Roger Sinclair's current role is Founder and Partner.

What is Roger Sinclair's email address?

Roger Sinclair's email address is rs****@****ion.com

What schools did Roger Sinclair attend?

Roger Sinclair attended Upei.

What skills is Roger Sinclair known for?

Roger Sinclair has skills like Estate Planning, Wealth Management, Retirement Planning, Certified Financial Planner, Bachelor Of Business Administration.

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