Chief Investment Strategist

Sharon Watkins

Sharon Watkins - CEO and Chief Investment Strategist

Deeply respected for her financial acumen as well as her visionary leadership, Sharon was introduced to the security industry in Toronto during the 1970s while working with her father. She moved to Calgary in 1984 to work for Merrill Lynch, Dean Witter Reynolds (where she achieved Officer status) and Midland Walwyn.

While at Merrill, Sharon acquired the international investment expertise that she brings to bear with her holistic approach to portfolio management, using the time-tested principles of value investing, applied on a global basis. Sharon’s performance was recognized with a nomination for the Investment Dealers Association Distinction Award.

Sharon left Merrill Lynch to realize her dream of offering her clients informed, independent, unbiased advice and was one of the original founders as well as Managing Director of each of the Calgary offices of Gordon Private Client service, and McLean & Partners of Calgary. Sharon is a licensed Portfolio Manager.

In 2004, Sharon established a new investment firm with a rigorous practice and a strong commitment to nurturing client relationships. This made her the first female CEO of an IIROC registered firm in Canada.  Sandstone Asset Management has thrived since its inception and continues to grow and evolve in response to the changing needs of a dynamic community.

Sharon is married, with four grown children and five grandchildren. She is highly active as a volunteer, serving on numerous not-for-profit boards and working with organizations ranging from the Calgary Drop-In Centre to Alberta Ballet. She co-sponsored the establishment of the Rozsa Award for Excellence in Arts Management in 2003 and was one of a small group of Canadians invited to meet with His Highness the Aga Khan on his most recent trip to Canada. Sharon recently served as a Director on the National Board of the Investment Industry Association of Canada and the Investment Industry Regulatory Organization of Canada’s (IIROC) Alberta District Council.  Sharon is currently on the Advisory Board of the Global Business Forum which is held annually in Banff.

"There is a reason we place our trust in SANDSTONE, Sharon is that reason." - Private Client