Sheldon Simoes
About Sheldon Simoes
Sheldon Simoes is a Mortgage Planning Specialist with over sixteen years of experience in mortgage and cashflow planning, insurance underwriting, and credit management. He has held various roles at notable financial institutions, including Canada Mortgage and Housing Corporation, BMO Financial Group, and Wells Fargo Financial Corporation Canada.
Work at IG Wealth Management
Sheldon Simoes has been employed at IG Wealth Management as a Mortgage Planning Specialist since 2014. In this role, he focuses on providing mortgage planning services, leveraging his extensive experience in the financial sector. His tenure at IG Wealth Management has spanned over ten years, during which he has developed a strong understanding of client needs and market trends in Calgary, Alberta.
Previous Experience in Mortgage Underwriting
Before joining IG Wealth Management, Sheldon Simoes held various positions in mortgage underwriting. He worked as a Senior Residential Mortgage Underwriter at Street Capital Bank of Canada for nine months in 2013-2014. Prior to that, he served as a Residential Mortgage Underwriter at Canadian First Financial Centres for two years from 2011 to 2013. His experience in these roles has contributed to his expertise in mortgage planning.
Education and Expertise
Sheldon Simoes studied at the University of Manitoba for one year from 1998 to 1999. He also attended Red River College for two years from 2002 to 2004. His educational background complements his over sixteen years of professional experience in mortgage and cashflow planning, insurance underwriting, and credit management, equipping him with a comprehensive skill set.
Career in Financial Services
Sheldon Simoes has worked with several notable financial institutions throughout his career. His previous roles include Credit Manager and Lending Specialist at Wells Fargo from 2004 to 2007, Financial Services Manager at BMO Financial Group from 2007 to 2009, and Residential Mortgage Default Insurance Underwriter at Canada Mortgage and Housing Corporation (CMHC) from 2009 to 2011. This diverse experience has enhanced his skills in planning, decision-making, relationship building, and communication.