Sheridan Wealth Management Group of RBC Dominion Securities
"I lead my clients in a process to build and protect their wealth, and create peace of mind." - Jim Sheridan
Jim's Four Core Investment Beliefs
1. It is crucial to get to know clients before investing on their behalf.
2. Financial success is best achieved through a carefully written plan.
3. A successful investor requires a diversified portfolio.
4. Capital preservation is key.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Client testimonials
They have a comprehensive, holistic approach to financial planning supported by a strong focus on continuous communication and client relationship management.
Client since March 2016
The entire team is professional and supportive and we have been most pleased by their high level of quality service.
Client since May 2017
They have provided detailed and comprehensive solutions for our lifestyle needs.
Client since October 2011
We have worked with the Sheridan Wealth Management Group for eight years and continue to be highly impressed by their efficiency, knowledge, communication and breadth of services.
Client since November 2010
Jim provided an environment in the office which exuded a family like team atmosphere with his staff while displaying full professionalism with a broad experience in his investment background.
Client since April 2007
I have already recommended them to my best friend, so that she can benefit from the same sense of financial security.
Client since June 2011
Jim looks at the big picture and always does what's in the best long term interests of his clients.
Client since October 2009