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Head of the largest portfolio management group in the Oakville RBC Dominion Securities branch, Jim Sheridan is focused on developing conservative wealth management and estate planning strategies for individual and corporate clients.
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Jim Sheridan, FEA, BA. Senior Portfolio Manager & Wealth...
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Jim Sheridan has been my investment advisor since I moved to...
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Senior Portfolio Manager, Wealth Advisor....
- Meet Our Team
Jim Sheridan, FEA, BA. Senior Portfolio Manager & Wealth Advisor. 905-469-7040. |. Email me. Before joining RBC Dominion Securities, Jim was the President and founder of another full-service investment firm catering to high-net-worth individuals and corporations.
Jim has a Bachelor of Arts in Economics from McGill University in Montreal and is a graduate of Upper Canada College in Toronto. Jim works with an extended team within Dominion Securities and...
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- Oakville, Ontario, Canada
- RBC Dominion Securities
In addition to helping you manage your investments and finances, we will help you plan for your retirement, save for a family member's education, protect your lifestyle, fund a major purchase or create your legacy. Whatever your goals, our team at the Sheridan Wealth Management Group of RBC Dominion Securities can help.
Nov 18, 2020 · Sheridan Wealth Management Group. Managing Risk in the Canadian Market with Veritas (14 mins) CI Munro Alternative Global Growth Fund (37 min) November 19, 2021. This video contains a reference to one or more advisor titles which are no longer permitted as of December 31, 2021.
Jim Sheridan has been my investment advisor since I moved to the GTA 10 years ago and he has been instrumental in steering my finances through some good and bad economic times that we've experienced together over the years.
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Senior Portfolio Manager, Wealth Advisor. jim.sheridan@rbc.com. (905) 469-7040.
