SBW continues to add to its strong lineup with the addition of a former Vice President of a global investment firm.
“We feel very fortunate to have someone of the character and calibre of Kenneth MacQueen join the team” said Roger Sinclair, Founder and Partner at SBW Wealth Management. “Ken brings extensive investment experience to the firm and positions us to continue to meet the evolving planning needs of our clients in the years ahead.”
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.
Recent Additions to the SBW Team Include:
Jim Horwich CPA, CA
Most recently, Jim was a Partner at Grant Thornton and brings 40 plus years of public accounting experience to the team. He 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.
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.