Roger is a founding partner of SBW Wealth Management and has been providing advice to clients for over 43 years. Roger takes a big picture approach to planning and relies on his experience and expertise to allow him to identify challenges and create a clear plan of action. Roger has also applied these skills to many volunteer efforts spanning his career.
He is a past board member for the Brigadoon Children’s Camp Society. In 2015, Roger was invited to the board of the Conference for Advanced Life Underwriting (CALU) and served as Board Chair for 2019 – 2020. CALU engages in political advocacy and government relations activities related to advanced planning issues on behalf of its members. CALU represents the interests of some 7000 financial advisors and, in turn, the interests of millions of Canadians.
Roger is a graduate of the University of Prince Edward Island (served six years on the Board of Governors) and was named a Distinguished Alumni in 2023 by the UPEI Alumni Association. He holds a Certified Financial Planner (CFP) designation. In 2011, Roger was nationally recognized as the recipient of the prestigious Jack Hopwood Memorial Award, presented by Great-West Life to a financial advisor in Canada who has played an outstanding volunteer role in his community.
