Sharon Ruddy CFP®, MBA
For over two decades I’ve held senior leadership positions in the wealth management divisions at some of Canada’s leading bank-owned advisory firms. Throughout my career, I’ve helped advisors and clients including medical professionals, business owners and entrepreneurs navigate the opportunities and complexities of managing wealth. I also understand that decisions around how clients create and sustain wealth are often nuanced and emotional. That’s why a thoughtful, robust discovery process is critical to ensuring I provide financial advice and solutions that are comprehensive and highly personalized. As a single mother I am particularly passionate about supporting and empowering women along their wealth journey.
The value of personal and career experience I bring to clients is complemented by my MBA in Financial Services and my CERTIFIED FINANCIAL PLANNER® (CFP) designation.
In my spare time you will find me kickboxing, enjoying nature, or spending time with my two teenagers and my dog.