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Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.sheldonrice.com/
Submission: On March 08 via api from US — Scanned from DE
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Skip to content SHELDON RICE, CIM, FCSI, CEA * T: 613.369.4670 * F: 613.369.4699 * TF: 866.552.0889 * Map & Directions * Map & Directions X Menu * Home * Our Clients * Our Clients * Putting YOU First * Women Business Owners * Women Investors * Retirees * Corporate Executives * LifeCycle and Investing * How We Help * How We Help * Our Approach * At Your Service * Benefits and Services * Planning For Life * Death of a Loved One * Divorce * Selling a Business * Services * Retirement Planning * Estate Planning & Strategic Charitable Giving * Investment Strategies * Risk Management * Your Team * Your Team * Sheldon Rice * Karol Phillips * Our Partners * About Raymond James * Community Involvement * Knowledge Centre * Client Centre * Client Centre * Websites to Discover * Reading List * Learning About Investing * Events * Contact Us * Client Access * Sheldon Rice, CIM, FCSI, CEA 45 O' Connor Street, Suite 750 Ottawa, ON K1P 1A4 T: 613.369.4670 F: 613.369.4699 TF: 866.552.0889 Map and Directions Map and Directions CUSTOMIZED INVESTMENT SOLUTIONS FOR WOMEN BUSINESS OWNERS You will receive the following benefits working with us: Financial planning is made easy for you... An innovative personal plan is created for you. It is simple to understand & easy to follow. You stay informed... Stay informed through regular reviews. See how your investment strategy is doing and how your investments have really performed. Peace of mind... Knowing that you only own investments that best suit your needs allows you the luxury to relax knowing you are in good hands. Advice you can trust... As a Fellow of the Canadian Securities Institute (FCSI), Sheldon Rice holds one of the highest qualifications financial advisors in Canada can earn, which means that you may remain confident in the quality of your investment plan. Being Understood... Sheldon is known for his ability to listen carefully, and fully understand your needs, concerns and goals. By focusing his efforts on women business owners and their families, he can provide support and answers that less specialized advisors may not. Peer Networking... you have access to a valuable networking group. You can participate by attending our Women Business Owners IDEX (Ideas Exchange) Forum. WHO WE ARE 06/08/2018 Working as a team over the years, we have learned that our clients not only want to understand... Read More 01 -------------------------------------------------------------------------------- Niches PUTTING YOU FIRST 06/10/2018 Women and business owners work with Sheldon Rice for the following reasons... Read More 02 -------------------------------------------------------------------------------- Niches WOMEN BUSINESS OWNERS 06/10/2018 Who benefits from working with us? Women Business Owners Who Know... Read More 03 -------------------------------------------------------------------------------- Niches -------------------------------------------------------------------------------- Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort. Franklin D. Roosevelt CONNECT WITH US * Sheldon Rice, CIM, FCSI, CEA * 45 O' Connor Street, Suite 750 Ottawa, ON K1P 1A4 * T 613.369.4670 * F 613.369.4699 * TF 866.552.0889 * Map & Directions * Map & Directions facebooklinkedinenvelope Website legal disclaimers Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc. Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund. Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund. Use of the Raymond James Ltd. website is governed by the Web Use Agreement. Please click on the link below to stay connected via email. I Consent *You can withdraw your consent at any time by unsubscribing to our emails. © 2023 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement Advisor Report