Member

Sheldon Craig

Osoyoos

Craig Consulting

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Sheldon Craig

Member Bio

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As an Investment Advisor with StellerVista MoneyWorks in Cranbrook, British Columbia, I bring over 20 years of experience in financial planning and wealth management. I specialize in creating tailored financial plans while also selling securities, mutual funds, and life insurance products. In my role, I am committed to delivering comprehensive financial solutions that empower clients to achieve their financial goals. By blending academic insights with real-world expertise, I strive to make a positive impact both professionally and personally, guiding individuals and families toward financial security and prosperity. Beyond my professional duties, I actively contribute to York University in scoring financial planning assignments. I have been married to Anne Craig for over 27 years and together we have raised 2 amazing children, now adults, Connor and Kimber!

As an Investment Advisor with StellerVista MoneyWorks in Cranbrook, British Columbia, I bring over 20 years of experience in financial planning and wealth management. I specialize in creating tailored financial plans while also selling securities, mutual funds, and life insurance products.

In my role, I am committed to delivering comprehensive financial solutions that empower clients to achieve their financial goals. By blending academic insights with real-world expertise, I strive to make a positive impact both professionally and personally, guiding individuals and families toward financial security and prosperity.

Beyond my professional duties, I actively contribute to York University in scoring financial planning assignments. I have been married to Anne Craig for over 27 years and together we have raised 2 amazing children, now adults, Connor and Kimber!

Specializations

Estate Planning
Financial Planning
Insurance Planning
Retirement Income Planning

Designation(s)

CFP (Canada)

Compensation Models

Banking Commission
Insurance Commission

Professional Associations

No items found.

Education

College

Assets Under Management

Practice Size

2 to 5

Investment License

Securities

Provinces Licensed (Investment)

British Columbia
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