Lisa MintoAssistant Vice President - Personal Financial Planning
Pamela LewisVice President - Investment & Client Services
Toni-Ann Neita-ElliottAssistant 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 risky is investing?A: The type of investment risk varies depending on the nature of the investment. Some investment options have very little risk whereas...
Q: Can I access any application forms online?A: Yes, all application forms are available on our website.