sheryl saari

vice president - business development, senior wealth advisor

A caring financial professional with over 2 decades of experience in the financial services industry, Sheryl recently concluded 22 years with IG Wealth Management, as well as 12 years in retail management. Sheryl takes great pride in having built her practice from the ground up and advancing her clients financial well being along the way.
Sheryl takes the time to know what is important to her clients and explains strategies in simple language and coaches them through many life events. She builds detailed holistic financial plans for her clients and adjusts them as they grow and move through the many stages of life to include: cash management, education, retirement, and tax planning. She also makes it a priority to assess and provide plans to protect her clients’ income and assets.
Sheryl has a strong passion to help the average Canadian build and protect their income and wealth, with a large percentage of her practice focused on retirees she assists them by building strong income plans and with strategies to transfer their wealth the most tax efficient way to future generations. Her time in the industry has given her the opportunity to witness her financial planning in action, with family wealth being transferred successfully to second and third generations, passing the torch to children and grandchildren.
Many of her clients have become cherished friends, as she truly cares about their overall well being - always putting their best interest first personally and financially. She has been active in many volunteer positions in the community with fundraising and event management and loves to spend time outdoors with her family and close friends.
Phone: 204-291-5228

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