Investment Specialist

I'm located at
1199 Cedar Ave
Trail, BC

Ph:  250.368.2715
Email me


Sheila Burkhart
Mutual Funds Representative,
Qtrade Asset Management Inc.

For many, the purchase of mutual funds can be a new experience. Investing can seem overwhelming when clients are already faced with many hard decisions about how to spend their hard-earned money. Which is where I come in. I can assist you by having conversations about what matters the most to you, about your goals, short and long-term and how we can get you there. .

As an older parent, I understand the complexities involved in various stages of life when raising a young family, being in your highest earning potential, and planning for retirement at the same time. While the `stages of life` can assist us in our planning approach with you, they don`t apply as they would have even 15-20 years ago.

I began my career with Kootenay Savings in 2007 but have 30+ years in the financial industry covering various roles including retail lending. I believe in life-long learning and will apply what I have learned to be your trusted advisor.

Originally from Ontario, we moved to Nelson, BC in 2000 where we started our family. In 2005, we moved to Salmo BC for a quieter pace of life in a small community. When not working, I am spending valuable time with my family, volunteering in our community, or spending time in our piece-of- heaven backyard enjoying the gardens.

As a Kootenay Savings Investment Specialist, I look forward to working with you to realize your investment goals.

 

Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc).