Sharon MitchellCFP® Financial Advisor & Associate Portfolio Manager

Sharon specializes in working with women who are facing a major life transition such as widowhood, divorce, downsizing or retirement. These are significant events that come with challenges and personal costs. Learning to embrace these life transitions can present opportunities for growth, allowing women to control their finances.

Sharon has worked in the financial industry since 1993, joined the team in 2014 and is licensed in BC, Alberta, Ontario, New Brunswick and the Northwest Territories.  She completed her insurance licensing in 2014, her Certified Financial Planner designation in 2017 and now holds her Associate Portfolio Manager designation. Sharon is also US licensed in the state of California and Washington. She enjoys analyzing her clients’ entire financial situation including investment management, and advising on areas for potential improvement.

Originally from Vancouver, BC, Sharon currently resides in Victoria. She enjoys spending time with her family. When she is not working with clients, Sharon enjoys boating in the Gulf Islands, hiking the local trails, travelling wherever planes fly, and gardening what the deer leave behind.


Sharon Hiking