Aaron Sherlock, Sherlock Wealth Management

The Sherlock Group

Investing shouldn't be a "black box", at The Sherlock Group we pride ourselves on educating clients on our process and answering any and all questions. The core of our wealth management approach centers around understanding our clients' unique goals and objectives, which we help them achieve through portfolio management and comprehensive financial planning. We don't just create a portfolio, we build a long-term trusted relationship.

Investment Philosophy

Our investment philosophy is encapsulated by three words, Process, Discipline & Patience (PDP), which make up the foundation of our wealth management approach. Establishing robust Processes is crucial in guiding future decisions, while Discipline in adhering to these processes creates positive momentum, while Patience, the final pillar, helps to ensure our client’s financial success is achieved.

Every element is designed to support your goals

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

Meet the Team

Aaron Sherlock, CIM®

Investment Advisor

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Elaine Parlee

Client Associate

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Register for Sherlock's Clues Webcast & Newsletter

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

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