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Welcome

It all starts with you

We believe your future investment success depends on having a clear idea of what you are trying to accomplish, coupled with a realistic understanding of what you are like as an investor.  We focus on helping you formulate a long-term wealth management strategy appropriate for your situation.

Personalized service from your investment advisor

As dedicated professionals, Shawn and Barb will devote time and energy to fully understand your financial situation, life goals and tolerance for risk when creating a wealth management strategy that is right for you.

A plan is essential for success

Success rarely happens by chance.  You and Shawn will work together to define your investment objectives.  Then, Shawn will help you devise a strategy to achieve your objectives over a realistic time frame.

This is a long-term partnership

There is no simple, one-time solution.  Your situation changes, financial markets change and the factors that determine investment success can also change.  Your wealth management strategy needs the flexibility to anticipate and respond to these changes.  Shawn and Barb are committed to working with you through each stage of your life to help you meet your objectives.

A commitment to the highest standards

We understand how important it is to have confidence in the people you have entrusted with your investment assets.  As a member company of the RBC Financial Group, we are fully backed by the resources of Canada ’s leading provider of financial services.  We are also a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

Recent Posts

What is the equity selloff saying about the investment outlook?

Jan 25, 2022 | Kelly Bogdanova and Jim Allworth

We regard the pullback as something that should be endured on the way to further market gains instead of portending “something worse.”

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women in a farm field on computer in page

Virtual program helps farmers thrive in the rapidly changing field of agriculture

Jan 20, 2022 | RBC

Canada's agriculture sector is well-positioned to meet the rising demand for food around the world. This new online course aims to help provide Canadian producers fundamental tools to succeed.

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trader looking at market charts on computers

New year, new U.S. recession scorecard indicator

Jan 20, 2022 | Jim Allworth, Investment Strategist

We're adding a seventh recession indicator to our scorecard. What’s new and why is it being added?

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Shawn Kunnas

Branch Director & Portfolio Manager

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Barbara Luft

Associate

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Jennifer Fontaine

Branch Operations Manager

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How can we help you?

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