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Sheldon Stier

Sheldon Stier

Chief Investment Officer

Followers of Sheldon Stier823 followers
location of Sheldon StierWinnipeg, Manitoba, Canada

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  • Timeline

  • About me

    Canadian • Independent Financial Advisor • Pres & Chairman of IFB Canada • No DM’s if you’re selling anything.

  • Education

    • Canadian Securities Institute

      2006 - 2006
      Canadian Securities Course

    • Canadian Securities Institute

      2005 - 2005
      Partners, Directors and Senior Officers Course

    • Investment Funds Institute of Canada

      2000 - 2000
      The Canadian Investment Funds Course

    • Insurance Council of Manitoba

      1989 - 1989
      Life and Accident & Sickness License

    • University of Manitoba

      1993 - 1996
      Finance

  • Experience

    • Hatch Alternative Investments Inc.

      Oct 2003 - May 2014
      Chief Investment Officer

      HAI was Winnipeg’s first Exempt Market Dealer offering access to exempt market securities to experienced investors.

    • Merit Investment Management Inc.

      Sept 2004 - Oct 2006
      Vice President & Compliance Officer

      MIM was a Portfolio Manager which operated in Manitoba and Ontario.

    • Exempt Logic Corp.

      Sept 2012 - Sept 2015
      Founder

      ELC was Canada’s first fin-tech trading and record keeping solution for the exempt securities market, designed and built for dealers and issuers.

    • Stier Financial Advisors Inc.

      Jan 2017 - now
      President & Financial Advisor

      At Stier Financial Advisors, we’re bullish on you. We believe everyone, regardless of where they begin or their personal or business challenges, can build and protect their wealth.

  • Licenses & Certifications

    • Partners, Directors and Senior Officers Course

      Canadian Securities Institute (CSI)
      Jan 2005

    • Canadian Insurance Course

      Canadian Securities Institute (CSI)
      Jan 2014

    • Canadian Securities Course

      Canadian Securities Institute (CSI)
      Jan 2006

    • The Canadian Investment Funds Course

      The Investment Funds Institute of Canada (IFIC)
      Jan 2000