Robert Sharman Wealth Advisory Group: Delivering on the Promise of Wealth Planning by Sarah Gordon photos by Sandra Steier Finances can evoke emotions. Wealth Advisor Robert Sharman sees this as being a very positive response, as he likes to work with involved and committed clients. Through his expertise he is able to guide individuals, business owners and professionals through the complex financial landscape to help them achieve their dreams and goals. The more complex the client’s situation - the more he can engage their emotions and the intellect – the greater the challenge – the better. He is not one to boast; however Sharman’s Curriculum Vitae is impressive. As Vice President and Senior Wealth Advisor for BMO Nesbitt Burns (Kerrisdale), he has over 30 years of experience in banking, personal trust and investment. His varied background and excellent track record paved the way for him to become one of Canada’s top BMO Nesbitt Burns Wealth Advisors. In fact, he was one of the first in the country to receive his Senior Wealth Advisor designation. Regarding his job title he says, “It is a serious title for a not so serious guy.” Sharman is humorous, charming and very approachable. He has a true passion for his career, which he describes as “the best job in the world,” and it is apparent he thoroughly enjoys helping people. He sees his job as being both the Architect and building bricks and mortar for the future. He was the first Investment Advisor in B.C. to have his office integrated into a bank branch. While this is more 16
April 15 - June 14, 2014
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