Sharon is your Financial Advisor and primary advice-giver. She focuses on maintaining contact with you and monitoring your financial plan and portfolio. This involves tax, estate and investment planning as well as insurance and education needs.

Sharon earned her Bachelor of Commerce Degree from McMaster University in 1979 and her CFP in 2000. As a Certified Financial Planner (CFP) and a member in good standing of the Independent Financial Brokers (IFB) she is listed on the Institute of Certified Financial Planners web-site. The Institute of Certified Financial Planners requires adherence to a Code of Ethics and regular upgrading of your educational and technical knowledge. Sharon has many years of financial experience in both personal and corporate finance, the last 6 years as an Advisor with Bick Financial. She particularly enjoys assisting her clients achieve their goals. She is involved in local community initiatives of the FORT (the Foundation of Resources’ for Teens of West Niagara – as the Treasurer), the GMHA as houseleague convener and the social committee and the GTYSC as team manager while raising her three children.

"I look forward to the opportunity to assist you with meeting your financial goals."

"You will not find anyone in this industry more genuinely interested and caring than I (outside your family-that is)"

Sharon can be reached at the Ancaster office at (905) 648-9559 and in Grimsby at (905) 309-6777


 

 

 

Tracy Delisle plays a vital role in our financial planning team. She is responsible for the day to day administration of your portfolios. This includes business processing, maintaining records (both manual and computerized), and helping Sharon stay in touch with you. Tracy also organizes all client service efforts, including mailings, seminars, and customer appreciation events.

Tracy joined Bick Financial in 2004 and is presently working for Sharon in the Grimsby office. Tracy has a very high degree of integrity, and work ethic which displays it self in all she does. She brings to Bick Financial and you valuable experience in customer service, business processing and administration. I trust you will find her as valuable in assisting you with your everyday service needs as I find she is to me in providing you with an outstanding financial planning service. Tracy is also involved in local community initiatives of the West Niagara Family Center (secretary), the GMHA as a convener and coach and GTYSC as a coach while raising her three children.

tdelisle@bickfinancial.com