SBW welcomes former Grant Thornton partner, Jim Horwich, to its growing team.
“We are delighted to have someone with the experience and expertise that Jim has joining our firm” said Roger Sinclair, Founder and Partner of SBW Wealth Management. “Jim brings a wealth of knowledge to the organization when dealing with complex personal and corporate planning issues.”
Jim brings 40 plus years of public accounting experience to the team and is one of the founding members and architects of the AC Group of Independent Accounting Firms. Jim is a graduate of Dalhousie University and a Chartered Public Accountant.
Recent Additions to the SBW Team Include:
Kenneth MacQueen MBA, CFP
Prior to joining SBW, Kenneth spent the past 14 years working in financial markets in both Canada and the United Kingdom. He holds an MBA from Dalhousie University, a Bachelor of Business Administration (Finance) from Cape Breton University, and a Certified Financial Planning (CFP) designation from FP Canada.
After spending 15 years with Canada Life/Great West Life, where she built an incredible reputation as an insurance specialist, Joanne now brings 25 years of experience in sales, business development, and customer service to SBW Wealth Management.