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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Kenneth MacQueen, becomes a Registered Associate Portfolio Manager with Quintessence Wealth

Halifax, NS – July 20th, 2023 Roger Sinclair and Andrew Mackinnon of SBW Wealth Management are proud to announce the appointment of our very own Kenneth MacQueen as an Associate

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SBW Welcomes Kenneth MacQueen

SBW continues to add to its strong lineup with the addition of a former Vice President of a global investment firm.

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SBW Welcomes Joanne Johnsen

SBW is pleased to welcome Joanne Johnsen as its Director of Operations.

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SBW Welcomes Jim Horwich

SBW welcomes former Grant Thornton partner, Jim Horwich, to its growing team.

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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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