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).
James joined the financial services industry in 2008 and has an extensive background in banking and financial planning. James is responsible for creating your wealth plans and helping clients with day-to-day questions and meetings. James holds the Certified Financial Planner® and Chartered Investment Manager® designations. When he is not in the office James enjoys spending time with his wife and young daughter and skiing.
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
Kyle is a recent graduate out of Carleton University’s Sprott School of Business completing his Bachelor of Commerce with a concentration in Finance. Joining the team as a Research Associate, Kyle assists with the day-to-day activities in securities trading, research, and helping clients. Kyle is currently working towards the CFA designation, and in his free time enjoys hockey, hiking and is an avid golfer.