SHERWOOD PARTNERS
HELPING CANADIAN FAMILIES
FIND THE FINANCIAL ADVISOR
THAT IS RIGHT FOR THEM.
Privately owned & operated, Sherwood Partners purpose is to find the financial advisor that is right for you.
We are passionate about the need for our service and its impact on Canadian families.
We are committed to making our unique services available & accessible to all Canadians.
Your assets represent your life’s work. you worked hard to earn it and choosing the right advisory firm is critically important to reach your long term goals.
LEt us help.
WE BELIEVE…
The financial services industry is complex and difficult to navigate.
Fee transparency is opaque and Canadian investors very often end up paying more than they should.
The balance of power in the advisor/client relationship is tilted heavily in favour of the advisor & needs to shift back to the investor.
Most Canadian investors won’t ask their advisor tough questions or even know what questions to ask.
We can help.
shifting the power to you.
Canadian investors need help to level the playing field when searching for an advisor. We create a customized, collaborative and competitive process that helps you choose the financial advisory firm best suited to you. Sherwood Partners was created to help you make the most informed, educated and best decision as it relates to your financial advisor.
It is critical that each Canadian investor and family find for themselves their own ‘personal CFO’ for all of life’s financial decisions
What CLIENTS Are Saying
“Sherwood Partners coordinated and guided us through the entire process assisting us in comparing alternatives without emotion and ultimately choosing a new advisor.”
"Sherwood Partners guided the advisor interviews allowing us to fully understand each of the advisor’s value proposition and service offering. Sherwood helped us better understand the fee structure and participated in the initial and final interviews and fee structure negotiations.”
“Sherwood Partners helped me realize my current advisor did not have the 15+ year horizon I needed or a succession plan to get there. They helped me find an advisor that did, and had the experience needed for my portfolio.”
“Sherwood Partners were instrumental in us finding our ideal financial advisor. We couldn’t have done it without them.”