Skip Header Navigation


Sheyne & JuliaThe Total Wealth Management Approach

Sheyne employs a strategy called total wealth management. With this approach, all aspects of your personal financial situation are considered in the creation of a comprehensive plan.

In effect, Sheyne serves as your personal "Chief Financial Officer." He oversees all elements of your wealth management plan and co-ordinates the activities of your existing professional advisors, such as tax accountants and estate lawyers. Depending on your situation, Sheyne can also tap into his own network of professional advisors, as well as those available through RBC Financial Group.

A Four Step Process to Building Your Personal Investment Plan

Investment Philosophy