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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

global insights weekly

What will policy normalisation look like for global central banks?

Nov 19, 2021 | Frédérique Carrier

The synchronised, extraordinarily accommodative response of global central banks since the pandemic struck is giving way to different policy paths.

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Why is the market largely unfazed by high inflation?

Nov 12, 2021 | Kelly Bogdanova

Inflation continues to rise and the U.S. equity market is mostly indifferent. We lay out factors that could make inflation a problem for the market.

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stock exchange market screen

How will Fed tapering affect market dynamics?

Nov 05, 2021 | Thomas Garretson, CFA

The long-anticipated taper announcement came. But there are a lot of moving parts to the Fed’s outlook and we address three burning questions.

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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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