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).
George has 15 years experience as an advisor and holds both CFP and CIM designations. George is well versed in all facets of financial planning including Naviplan™ which is the financial planning software which we have used for decades. George has a strong understanding of investments and the tax aspects associated with them.
Leric Bishop, B.Comm, CFP, EPC, has joined our team as an investment advisor and has over 20 years of experience in the financial services industry. Leric will bring his expertise in financial planning as well as investment analysis and portfolio construction to assist me in ensuring that we continue to create and preserve your wealth based on your unique circumstances.
Natalie is much more than our receptionist, and is our first line of contact with you. She will open your investment accounts, assist you with administrative concerns and ensure that all paperwork coming into and leaving our office is in proper order. Natalie also assists the team with the management of the office.