Sheldon Craig, CFP^®

With over two decades in Wealth Management in the Credit Union system, Sheldon focuses on creating financial roadmaps where investments are the direct result of a solid plan. He helps families ensure their wealth is a tool for living well today while securing their future.

Working remotely from Osoyoos, Sheldon is registered to offer a full range of investment products through Aviso Wealth and insurance options through Growth Investment Management. He is a Certified Financial Planner designation holder.

This year, Sheldon and his wife are proud to celebrate their 30th anniversary and together have raised two children, Connor and Kimber. Outside of the office, he can be found enjoying his winters skiing Baldy Mountain and his summers on the fairways at Sonora Dunes.