Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Our Team
  • Wealth Management Services
    • Retirement Planning
  • Blog & Podcast
    • Sherlock's Clues - Podcast
    • Sherlock's Clues - Blog
    • Market Insights
  • Contact
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Aaron Sherlock

  • Home
  • Our Team
  • Wealth Management Services
    • Retirement Planning
  • Blog & Podcast
    • Sherlock's Clues - Podcast
    • Sherlock's Clues - Blog
    • Market Insights
  • Contact

Home

Welcome to Sherlock Wealth Management

Start the Conversation

Welcome to Sherlock Wealth Management

Start the Conversation

Sherlock Wealth Management 

Wealth management should provide clarity, not confusion. 

At Sherlock Wealth Management, we combine investment management with comprehensive financial planning to build long-term relationships grounded in education, transparency, and trust. Our integrated team of professionals coordinates all aspects of your financial life — transforming the complex into the simple — so you always know exactly where you stand and feel confident in every decision.

Our investment philosophy is simple: PDP — Process, Discipline & Patience. Process sets the framework, Discipline puts it into motion, and Patience is the foundation long-term returns are built on.

 

Tailored wealth solutions for every client profile   

The right wealth strategy begins with understanding the life behind it. At Sherlock Wealth Management, we take the time to understand your circumstances, what matters to you, and the future you are working toward — then we build a plan that brings it all together.

Retirees

Retirees

Retirement should give you more time to focus on what matters to you. We'll help you make informed, tax-efficient decisions about your income, investments, and legacy so your wealth supports the retirement you envisioned.

A happy family

Individuals & Families

Whether you're growing your wealth, supporting your family, or planning for the future, we'll help bring every piece of your financial life together into one clear, cohesive strategy.

Construction Business Owner

Business Owners

You've invested years building your business. We'll make sure the wealth your business generates is working just as hard as you are — from managing liquidity and minimizing tax to planning for what comes next.

Working professional

Professionals

You've worked hard to build your career and create opportunities for yourself and your family. We'll help you make informed financial decisions and ensure your wealth keeps pace with the life you're working toward.

 

Wealth Management Beyond Investment Advice

No matter where you are in life — just starting out, planning for retirement, navigating a business transition, or somewhere in between — we're here to help you plan, protect, and grow.
At Sherlock Wealth Management, we look at your full financial picture, not just one piece of it. Our team's expertise, combined with the strength of our CIBC partners, means you have the right people in your corner — whatever your financial needs may be. 

Core Services

  • Investment Planning
  • Discretionary Portfolio Management
  • Business Transition Planning

Learn More

  • Retirement Planning
  • Estate & Legacy Planning
  • Charitable Giving

 

Sherlock's Clues - Investing, Economics & Everything In Between

We believe that education is one of the most powerful tools in investing. The Sherlock's Clues podcast, hosted by Aaron Sherlock, features in-depth conversations with industry professionals covering investment strategies, market trends, and the broader economic outlook. Paired with our newsletter, it's how we make sure you're always informed and ahead in the world of investing.

Red notebook on office desk

Newsletter

Education is a key pillar of our approach. The Sherlock's Clues Newsletter is for investors interested in staying informed and on top of the economy and the financial markets. Subscribe to receive this monthly newsletter.

Subscribe

Podcast

Podcast

The Sherlock's Clues Podcast brings you insights from industry professionals and experts in conversation with host Aaron Sherlock, CIM®, Wealth Advisor at Sherlock Wealth Management with CIBC Wood Gundy. 

View latest episode

 

Contact us

Address

Aaron Sherlock Address
15 Market Square
Suite 702
Saint John, NB E2L 1E8
Telephone number: (506) 634-1220
Toll-free: 1 (800) 266-9670
 

This is the contact form that appears in the footer of all websites

The sum of the numbers is incorrect.
*Required fields
✓

Thank you for submitting this form.

!

Sorry, there's been a server error.

Please refresh the page and try to submit again.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
Canadian Investment Regulatory Organization Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.