Roger Sinclair CFP

Partner

Roger is a founding partner of SBW Wealth Management and has been providing advice to clients for over 39 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 an active fundraiser for Brigadoon Children’s Camp Society and a former member of the National Board of Directors of the Canadian Cancer 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 13,000 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 Board of Governors) and 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 who has played an outstanding volunteer role in his community.