With over 28 years of experience in the financial services industry, Sheri has built a reputation for delivering personalized financial and investment strategies. She specializes in serving high-net worth individuals, small business owners and clients seeking expertise in retirement and estate planning. She can help you navigate complex financial landscapes with confidence. Sheri takes a long-term approach to investment planning, utilizing a unique asset allocation strategy tailored to her clients’ goals.

Sheri graduated from Simon Fraser University in 1996 with a Bachelor of General Studies and returned to her hometown of Prince George to launch her career with CIBC Wood Gundy and its predecessor firms. Her commitment to professional growth led her to earn an MBA in Personal Financial Planning in 2011.

Rooted in the Prince George community, Sheri has been an active volunteer and leader for over two decades. Her passion for animal welfare has led her to volunteer with many of the local pet charities. She is currently a volunteer for St. John’s Therapy Dogs and volunteers weekly in Pediatrics at UHNBC with her oldest Border Collie, Ted. She spent 20 years as a Rotarian and remains actively involved in various sporting associations and charitable organizations. Sheri also lends her expertise as a board member for several local organizations, contributing to the community she loves.

Outside of work, Sheri enjoys connecting with friends and family and embracing all that Prince George has to offer

Janine is passionate about helping people secure their financial future. With over 20 years of experience in the financial industry, she is known for her thoughtful, personalized approach—addressing risks, educating her clients, and crafting customized strategies that align with their unique goals.

Her journey began with a Bachelor of Education in Secondary Math and English from the University of Victoria, which she earned in 1995. After several years of teaching, Janine felt a calling to follow in her mother’s footsteps and transitioned into finance. Since then, she has been guiding clients with the same dedication and care she once brought to her classrooms.

A lifelong resident of Prince George, Janine is deeply rooted in her community and loves all it has to offer—from vibrant local theatre to picturesque hiking trails and tranquil lakes. She’s proud to call this beautiful city home. When she is not helping clients, Janine enjoys quality time with family and friends. She’s also an avid dog lover and spends many happy hours training and competing in agility with her furry companions.

Bailee has been an integral part of the team since September 2013, joining as Sheri’s full-time Financial Associate. Even before graduating, she gained valuable experience working part-time for Wood Gundy while completing her Bachelor of Commerce degree in Finance and Marketing at UNBC, which she earned in April 2013. During her university years, Bailee was an active leader, serving as a team member, board member, and coach for the UNBC JDC West team.

Bailee is committed to professional excellence, having completed the Canadian Securities Course, Chartered Investment Manager designation, and her Insurance License. Her dedication to her clients and passion for building lasting relationships make her a trusted resource for financial planning and investment advice.

A proud and engaged member of the Prince George community, Bailee serves as President of the Kiwanis Club of Prince George and President of Kiwanis AleFest. She is also deeply involved in various local fundraisers and events, always looking for ways to give back to the community she loves. When she’s not working or volunteering, Bailee enjoys spending time with family and friends, exploring new adventures, and making the most of everything Prince George has to offer.