Sharon Ruddy CFP®, MBA
For over two decades I’ve held senior leadership positions in the wealth management divisions at some of Canada’s leading bank-owned advisory firms. Throughout my career, I’ve helped advisors and clients including medical professionals, business owners and entrepreneurs navigate the opportunities and complexities of managing wealth. I also understand that decisions around how clients create and sustain wealth are often nuanced and emotional. That’s why a thoughtful, robust discovery process is critical to ensuring I provide financial advice and solutions that are comprehensive and highly personalized. As a single mother I am particularly passionate about supporting and empowering women along their wealth journey.
The value of personal and career experience I bring to clients is complemented by my MBA in Financial Services and my CERTIFIED FINANCIAL PLANNER® (CFP) designation.
In my spare time you will find me kickboxing, enjoying nature, or spending time with my two teenagers and my dog.
Betty Hildebrand PFP®
With 20+ years at Canada’s leading wealth and asset management firms, I have extensive experience working with professionals, business owners and executives in building wealth strategies to create, preserve and grow their net worth. I have had my Personal Financial Planner (PFP®) designation since 2007, and this has been the cornerstone of my career. I build trust and connection with clients by providing a real financial plan and elevated planning solutions. My greatest passion remains providing sound advice to clients, specifically women. Part of my ‘why’ is to provide life changing advice and have the necessary and sometimes difficult conversations with clients, both before and when they need them. As a trusted advisor with both industry and life experience, I guide my clients through life’s ups and downs which helps them sleep at night.
In my personal time, you will find me cheering on my children at a rink or court, running with my Weimaraner or planning my next getaway.