Ready to plan for a future?

Filled with success and happiness?

Ready to plan for a future filled with success and happiness? Sheppard can show you the way to the life you’ve always wanted.

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Individuals

More than just your basic savings accounts, with Sheppard you can enjoy sound financial advice along with the freedom and flexibility to invest the way you want.

Institutions

Whether you’re just starting up or you’ve already developed an empire, we can help you make the right financial decisions for your business.

Professionals

Success takes initiative, courage and considerable financial planning. With professional expertise and guidance, we can help you achieve your goals in today’s competitive world.

Families

If you are expecting your first child, or love spend time with your grandkids, at Sheppard we can assist you in preparing finances for you and your family.

What

We Do

More than just your basic savings accounts, with Sheppard you can enjoy sound financial advice along with the freedom and flexibility to invest the way you want.

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A strong network

Solutions or Services

Backed by a strong network of relationships with top local and international financial institutions, Sheppard has been providing clients

Insurance Services

Whatever the need, we have you covered.

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Retirement Planning

Let us help you prepare for the future.

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Estate Planning

Transfer your legacy with ease.

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Investment Services

Financial solutions for every stage of life.

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Years in Operation
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Billion Assets Under Management
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Clients

Uniquely Crafted

How We Help

At Sheppard, we understand that no two investors are alike. We cater to you with uniquely crafted, personalised investment solutions for Trinidad and Tobago. We listen to your needs and work with you to create a complete financial strategy aimed at achieving your goals. Together, we can develop a plan that’s right for you.

Build

Create your future.

Build a Foundation

Prepare

Life Happens when we least expect it.
Embrace Tomorrow

Protect

Taking care of the ones we love is important.
Find Peace of Mind

Dream

A vision with a plan can change the world.
From Dreams to Reality