Shawn joined our team in June 2017 and brings over 20 years of experience in financial services. He spent eleven years working as a Research Associate and Analyst. He supported the CEO of a leading Canadian investment firm in the portfolio management of Canadian and International equities. In these roles he performed macroeconomic research in addition to specific company, industry, and country research. Shawn also worked at a leading Canadian bank dealing directly with clients and gained valuable estate and trust experience.
Shawn holds a Bachelor of Arts degree in Economics from the University of Western Ontario and has attained the CFA Institute's Chartered Financial Analyst (CFA) designation and the Canadian Securities Institute's Chartered Investment Manager (CIM) designation.