Coming from a family that’s been in the insurance and investment industry for over 60 years, Shari is right at home coaching lawyers, their families and staff with their financial planning. She prides herself on building meaningful relationships with clients by listening to their financial goals and carefully preparing a comprehensive plan to meet their needs. Shari adores spending time with family and friends. Other favourites include cooking, running, volunteering, playing the piano and majhong with the girls.