Shawn works with our clients to develop highly customized and comprehensive financial plans. As part of this process, Shawn explores relevant financial, retirement, tax, Will and estate strategies drawing on more than 14 years of financial services experience.
Shawn is a graduate of the Bachelor of Commerce degree, specializing in Finance from Ryerson University. He holds the Certified Financial Planner (CFP®), Canadian Investment Manager (CIM®) and Financial Management Advisor (FMA) designations, which allows him to tailor strategies to meet client’s short and long term goals.
Shawn resides in Pickering with his wife and three daughters. Outside the office, he enjoys swimming, camping and cycling and remains active in the community volunteering with Junior Achievement and the Juvenile Diabetes Research Foundation.