Appleton-Benko, Shelly

Appleton-Benko, Shelly
Name: Appleton-Benko, Shelly
Designation(s): BA, CIWM, FCSI, CFDS
Phone Number: 604.844.5327
Fax: 604.844.5468
Address, City, Province, Postal Code:

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

Website: Click here
Bio: 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.
Membership Valid Until: 01.10.2019