Sheri Grantham, B.G.S., MBA
Investment Advisor
Sheri's career has spanned over 23 years in the financial services industry. She focuses on the financial and investment needs of high net worth individuals, trusts and foundations. Sheri stresses a long-term approach to investment planning utilizing a unique asset allocation strategy. Sheri graduated from Simon Fraser University in 1996, returned home to Prince George, and immediately started working for CIBC Wood Gundy and predecessor firms. Sheri is a Rotarian, a volunteer at the Prince George Human Society, and an active community member involved with different sporting associations and charitable organizations. She also sits on numerous boards of directors within the community.
Sheri's Education
- Master in Business Administration (2010)
- Hedge Course (2009)
- Level II Life Insurance (2007)
- Professional Financial Planning Course (2001)
- Conduct and Practices Course (1998)
- Canadian Securities Course 1998
- Graduated from Simon Fraser University with a Bachelor of General Studies (1996)
- Associate Arts Diploma in Criminology from College of New Caledonia (1995)
- Leadership Development Training Programs
- The Challenge of Leadership
- Overcoming Resistance to Change
- Social Styles
- Setting Expectation
Bailee Toll, B.Comm.
Financial Associate
Bailee joined the team in September 2013 as Sheri’s full time Financial Associate. She worked part time for Wood Gundy while completing her degree. Bailee graduated from UNBC with her Bachelor of Commerce degree majoring in finance and marketing in April of 2013. She was an active team member, board member and coach for the UNBC JDC West team. She has completed the Canadian Securities Course, Chartered Investment Management and her Insurance License. Bailee is a board member of the Kiwanis Club of Prince George, and an active community member in various fundraisers and events.
Sheri Grantham, B.G.S., MBA
Sheri's career has spanned over 23 years in the financial services industry. She focuses on the financial and investment needs of high net worth individuals, trusts and foundations. Sheri stresses a long-term approach to investment planning utilizing a unique asset allocation strategy. Sheri graduated from Simon Fraser University in 1996, returned home to Prince George, and immediately started working for CIBC Wood Gundy and predecessor firms. Sheri is a Rotarian, a volunteer at the Prince George Human Society, and an active community member involved with different sporting associations and charitable organizations. She also sits on numerous boards of directors within the community.
Sheri's Education
- Master in Business Administration (2010)
- Hedge Course (2009)
- Level II Life Insurance (2007)
- Professional Financial Planning Course (2001)
- Conduct and Practices Course (1998)
- Canadian Securities Course 1998
- Graduated from Simon Fraser University with a Bachelor of General Studies (1996)
- Associate Arts Diploma in Criminology from College of New Caledonia (1995)
- Leadership Development Training Programs
- The Challenge of Leadership
- Overcoming Resistance to Change
- Social Styles
- Setting Expectation
Bailee Toll, B.Comm.
Bailee joined the team in September 2013 as Sheri’s full time Financial Associate. She worked part time for Wood Gundy while completing her degree. Bailee graduated from UNBC with her Bachelor of Commerce degree majoring in finance and marketing in April of 2013. She was an active team member, board member and coach for the UNBC JDC West team. She has completed the Canadian Securities Course, Chartered Investment Management and her Insurance License. Bailee is a board member of the Kiwanis Club of Prince George, and an active community member in various fundraisers and events.
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