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Value Added

Sterling's personnel brings extensive financial industry knowledge ranging from senior management, compliance, operations, financial advisory and branch management roles. We have a unique, fresh perspective and approach when working with our representatives.

Sterling provides their advisors with the necessary tools and information to effectively run their practice. We also assist in the navigation of the complex regulatory landscape. Our team provides the proper guidance, support and coaching to help advisors grow and protect their business, by employing a proactive, business-oriented approach.

"With the support of a team of professionals, advisors can have the confidence that Sterling is the right partner for them."

Joanne Caruana, B. Comm, Chief Operating Officer