Roger Sinclair, CFP

Partner, SBW Wealth Management

A 1979 graduate and former member of the Board of Governors of the University of Prince Edward Island, (2000-2006); Roger has provided financial and estate planning services to families, business owners and professionals since 1982. He formed SBW Wealth Management & Employee Benefits with Peter Billard and Rob Weld in 1997. The employee benefits division was merged with Gallagher Benefits in December 2019 and provides employee benefits, retirement plans and human resource counseling services to over 500 companies in Atlantic Canada.

In 2015, Roger was invited to the board of the Conference for Advanced Life Underwriting (CALU). He served as Past Chair of the Board of Directors of CALU for 2020-21 as well as Chair of the Market Conduct committee and the Governance and Nominating Committee. Roger has been a member of the Halifax Estate Planning Council for the past 20 years and has also been a member of Advocis since 1982.

Roger has served two terms as a member of the Board of Directors of Brigadoon Children’s Camp Society and was the Chair for the initial Building Brigadoon capital campaign. He is also currently President of The Clan Sinclair Association of Canada.  He is a former member of the National Board of Directors of the Canadian Cancer Society and past Chair of the National Planned Giving Committee.

Roger was the 2011 recipient of the prestigious Jack Hopwood Memorial Award, which is presented bi-annually to a Great West Life financial advisor in Canada who has played an outstanding volunteer role in his community, while providing consistent, professional service of the highest standard to his clients.