Appleton-Benko, Shelly

Appleton-Benko, Shelly
Appleton-Benko, Shelly
BA, CIWM, FCSI, CFDS
sappleton@odlumbrown.com
604.844.5327
604.844.5468

1100-250 Howe Street, Vancouver, British Columbia V6C 3S9

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Shelly is a Vice President, Director and Portfolio Manager with expertise in strategic wealth management. She has over 15 years of investment experience, helping affluent clients build, preserve and transition wealth. She manages her clients’ financial resources by considering not only their fiscal situation, but also their non-financial needs and priorities. Taking the time to understand these priorities, she forms a cohesive and effective wealth management strategy for her clients. The foundation of her business is built on relationships and Shelly is committed to doing what is in her client’s best interest.

Completed the CFDS training June 2014.
01.10.2019