Your team of specialized and accredited professionals is composed of individuals who have a vested interest in ensuring your experiences in service, communication, and financial performance exceed your expectations.
Shawn has over 30 Years of experience in the life insurance industry and has developed an effective and comprehensive approach to Business Succession and Estate Planning. Shawn brings comprehensive estate planning knowledge to the team as well as a strong community focus. Shawn holds his Certified Financial Planner® and is a member of the Society of Trust and Estate Planners (STEP).
Janet has over 36 years of experience in the financial services industry spanning various roles and financial institutions. Janet is responsible for coordinating client appointments, facilitating account transfers and troubleshooting client account administration. When Janet is outside the office, she enjoys baking delicious tiramisus and spends as much time as she can with her grandson Liam.
Natalie has spent 4 years in the financial services industry and has become quite versatile in her role and duties throughout that time. Natalie has come to be responsible for client on-boarding, private equity subscriptions, account transfers, as well as administrative duties and the reception desk. In the evenings, Natalie can be found on the softball field or on the soccer pitch. She also loves to spend her down time with her Siberian Husky, Keesha