In 2004, Sharon realised a vision: SANDSTONE. An investment firm with an ability to provide Direction, Confidence, and Independence to every client relationship. All while providing discretionary wealth management and creating possibilities for clients, employees, and community alike. For Sharon, client service and independent research are true passions; she regularly investigates beyond statistics. These are the foundations on which SANDSTONE Asset Management was built, and the fundamentals that allow her firm to thrive continually.
Sharon's interest in world events began at an early age, working in her father's firm on the Baystreet. Her professional career began at Merrill Lynch. Working for years in worldly finance, her international investment expertise - elevating SANDSTONE today - developed and expanded at Merrill Lynch, establishing invaluable experience. With Sharon's financial and investment career established, her interest in global activities grew stronger, encouraging private research and personal development in an ever-changing world.
As Sharon's footprint in the investment field deepened, she appropriated her extensive experience by going on to co-found and co-direct the Calgary offices of Gordon Private Client service, and McLean & Partners. Building on this experience by becoming alumni of Singularity University, instilling a motto of being exponential, empowering a global community, and creating a network for an abundant future.
"There is a reason we place our trust in SANDSTONE, Sharon is that reason." - Private Client
Determined to develop personally and maintain involvement in both the social and investment communities, Sharon currently serves on the Advisory Board of the Global Business Forum. Expanding her knowledge-base and providing leadership at annual meetings in Banff, Alberta. Sharon also served as a Director on the National Board of the Investment Industry Association of Canada and the Investment Industry Regulatory Organisation of Canada's (IIROC) Alberta District Council.
She is active in the community as a volunteer, serving on not-for-profit boards, and working with diverse organisations including Calgary's Alberta Ballet Foundation and previously with Propellus (formerly CentrePoint), a resource and support centre helping connect people in our community to volunteer opportunities that support local charities through a variety of programs. Further impressive accomplishments would be her co-sponsorship; establishing the Rozsa Award for Excellence in Arts Management in 2003, and Calgary Makerspace, an organisation focused on bringing individuals together and providing much-needed tools and workspace to local artists, entrepreneurs, and small businesses.
Aside from the values in business and community, Sharon believes in strong relationships with her clients and staff alike. These moral beliefs are clearly active every day with her husband, four grown children, and five grandchildren.