Crafting a Life Well Lived

The financial planning industry is shifting as a growing number of firms are embracing a deeper connection between financial planning and meaningful living. This emerging perspective redefines traditional narratives around wealth accumulation, suggesting a more holistic approach to financial strategy.

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Roger Sinclair, receives the Distinguished Alumni Award

Congratulations to our very own Roger Sinclair! Roger was selected by the UPEI Alumni Association Board for a Distinguished Alumni Award in recognition of his career achievements and his many

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SBW Wealth Management attends Future Proof: A Recap of the World’s Largest Wealth Conference

This year's Future Proof conference was a convergence of culture, technology, and, of course, money, it represented the best of what the world of wealth management has to offer.

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Welcome to the SBW Wealth Management Blog & News Section

Whether you stumbled onto this website by simple chance or coming here was an intentional decision, we warmly welcome you to the SBW Wealth Management Blog, and we thank-you for the visit.

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