Shawn has been providing financial planning advice to his clients since 2006. He recently transition to RBC Dominion Securities after working as Financial Planner with RBC Royal Bank over the past 12 years, building his assets under management primarily through client referrals.
Shawn works with you to build a personalized financial plan, where all aspects of your personal financial situation are considered. Your financial plan combines investment, insurance, tax and estate planning needs. He meets periodically with you to review your investment portfolios and update your financial plan to ensure that both your short and long term financial goals are achieved. This ensures you and your family have financial piece of mind, allowing you to enjoy the important things in life.
Shawn will oversee all elements of your financial plan and co-ordinate the activities of your existing professional advisors, such as tax accountants and estate lawyers. Shawn can also utilize his existing network of professional advisors, as well as those available through the RBC Financial Group.
Through Shawn, you have access to the resources of RBC Dominion Securities, Canada's leading provider of wealth management services.