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  1. 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.

  2. 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.

  3. Nov 18, 2020 · Jim Sheridan, FEA, BA . Senior Portfolio Manager & Wealth Advisor jim.sheridan@rbc.com Phone: 905-469-7040

  4. View Jim Sheridan, FEA, BA’s profile on LinkedIn, a professional community of 1 billion members. Specialties: Discretionary Money Management for Canadian, U.S. and Global residents.

    • RBC Dominion Securities
  5. Oct 14, 2021 · Announcing the Family Enterprise Advisor Designates of 2021. OCTOBER 15, 2021 – Family Enterprise Canada is honoured to announce the successful certification of 71 Family Enterprise Advisors (FEAs) in 2021. The FEA Program, offered in partnership with three Canadian universities, is a prerequisite to earning the FEA designation which ...

  6. RBC Wealth Management – Dominion Securities. Suite 301, 435 North Service Rd West. Oakville. Ontario. L6M 4X8 Canada. [ Map ] 905-469-7040 (Phone) Areas of Practice: Financial Planning, Investment Advisor/Counsellor/Management, Real Estate.

  7. www.linkedin.com › posts › jimsheridanrbc_as-a-child-my-parents-taught-me-time-andJim Sheridan, FEA, BA posted on LinkedIn

    Jim Sheridan, FEA, BA reposted this Report this post Report Report. Back Submit. Barrington Grey, CFP, CLU, FEA Relationships are the new wealth | Vice President and Estate Planning Specialist ...

  8. Nov 29, 2021 · Mini-Interview with Jim Sheridan, FEA. Director, Portfolio Manager & Wealth Advisor. September 9, 2021.

  9. Jim Sheridan RBC Dominion Securities Inc. John O’Connell Davis Rea Ltd. Josh Crittenden Jarislowsky Fraser Limited Karine Gaouette Précourt BMO Private Wealth Karla Rahn Farm Credit Canada Kelsey Froh Scotia Wealth Management Keri O’Driscoll Scotia Wealth Management Kim Siegers-Robinson

  10. Jun 20, 2024 · As one of the Caribbean’s leading diversified financial services companies, RBC provides personal and commercial banking, wealth management, corporate and investment banking, insurance and trust and asset management services to a wide range of clients, including individuals, small businesses, general commercial entities, regional and multi ...