Shelly Appleton-Benko

Shelly Appleton-Benko is a well-experienced Portfolio Manager with over two decades of industry knowledge. She brings her expertise in strategic wealth management to the table to help affluent clients build and preserve their wealth while transitioning through different life stages. She is adept at managing her client's resources while taking into account their non-financial priorities and needs, which forms the core of her cohesive and effective wealth management strategy.

Shelly has a Bachelor's Degree in Communications and Business Administration from Simon Fraser University. She holds the Fellow of the Canadian Securities Institute (FCSI) designation, which is an industry-recognized standard for wealth management services for high net worth individuals. Additionally, she also possesses the Chartered Professional Strategic Wealth (CSWP) designation.

Shelly is a Vice President and member of the Board of Directors at Odlum Brown Limited, where she has held several key positions in the past. She is an expert in advising families, entrepreneurs, not-for-profit organizations, and corporations with tailored financial solutions. Shelly has been active in the industry as a past member of the FCSI's National Board of Directors, which shows her commitment to excellence and keeping up-to-date with relevant industry practices.

As a philanthropic individual, Shelly led Odlum Brown's employee giving program for the United Way of the Lower Mainland for fifteen years. This shows her strong community spirit and dedication to making a difference.