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Retirees

Retirement should give you more time to focus on what matters to you. We'll help you make thoughtful decisions about your income, investments and legacy so your wealth continues to support the life you've built.

Individuals & Families

Whether you're building for the future, supporting your family or thinking about the future, we'll help bring the different pieces of your financial life together in an individualized wealth strategy.

Business Owners & Entrepreneurs

You've invested years building your business. WE'll help you think just as deliberately about the wealth it was created--from managing liquidity and tax considerations to preparing for whatever comes next.

Professionals

You've worked hard to build your career and create opportunities for yourself and your family. We work with you to make sense of the financial decisions ahead and keep your wealth aligned with the life you're working towards.

Wealth Management beyond investment advice

At Sherlock Wealth Management, we provide integrated wealth management services and solutions. With our deep industry experience and in coordination with our CIBC partners, we can address your complete financial picture. 

Investment planning 

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Retirement planning 

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Discretionary portfolio management

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Tax-efficient solutions

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Estate & legacy planning

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Business transition planning

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Charitable giving

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.

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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. 

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