Lisa MintoManager - Financial Planning
Pamela LewisVice President - Investment & Client Services
Toni-Ann NeitaAssistant Vice President - Personal Financial Planning
Charles RossPresident & CEO
Eugene StanleyVice President - Fixed Income & Foreign Exchange
Ian WatsonVice President - Sales & Marketing
Judith BloomfieldVice President - Operations
Marian RossAssistant Vice President- Trading & Investments
Marva ChangVice President - Finance & Compliance
Wayne WalkerVice President - Operations
Opening an Account With Us
Steps To open an account
Step 1: Complete “account opening form” and return to Sterling office at 40 Knutsford Boulevard, Kingston 5.
a. “Account opening form (individual)”
b. “Account opening form (company)”
c. “Mutual Fund Account opening form (individual)”
d. “Mutual Fund Account opening form (company)”
Step 2: Present funds to be invested. Sterling accepts:
· Manager’s cheques
· Wire transfers (contact an advisor for wire instructions)
Step 3: Receive transaction documents.
· Trade confirmation
· Account statement
You may browse and download our Customer Forms, Articles and other documents here.
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Q: How long has Sterling been around?A: Sterling has been around since May 1, 2001.
Q: Can I access any application forms online?A: Yes, all application forms are available on our website.