Shawn was raised in Thunder Bay and graduated from Lakehead Universitywith a degree in Commerce in 1990. He began his financial services career with Ernst & Young in 1990.
Shawn has worked as an Investment Advisor since joining the firm in 1995. In 1997 he earned the prestigious Fellow of the Canadian Securities Institute (FCSI) designation, the Certified Financial Planner (CFP) designation as well as the Certified Investment Manager (CIM) designation. Shawn was given the Associate Portfolio Manager designation in 2002 allowing him to operate discretionary accounts. Shawn is also life insurance licensed through RBC DS Financial Services (Ont) Inc.
As the lead member of the team, Shawn’s primary responsibility is portfolio management. He remains focused on current economic and market trends. From this he prepares his overall market strategies and decides on specific recommendations. Shawn takes a genuine interest in your financial well being and expects you will benefit from his value-added approach to managing both relationships and portfolios. He uses a fee-based portfolio approach along with a well-balanced, long term, tax-effective diversified investment philosophy.
Shawn and his wife, Jennifer, have been married since 1997 and have three daughters. Shawn places the highest priority on family activities. He is an avid reader and also enjoys a number of sports including golf, playing and coaching hockey and spending time at camp.