Participant Profile

Sheldon Frisch

Regional Associate, National Bank Financial Group

BA Humanities & History, 1997

I'm an investment sales professional/ Inside Wholesaler with National Bank Securities promoting our investment products to external IIROC & MFDA licensed investment advisors. I sell our investment funds to financial advisors who include our products when creating their clients investment portfolios. As a bank owned mutual fund company, I am well versed in the Wealth Management business of Canadian Financial Institutions and am available to discuss these concepts.