Shawn joined RBC Dominion Securities in 1995 and has built one of the leading wealth management practices in Thunder Bay. He believes in taking a planning approach and examines the retirement, tax and estate needs of his clients to develop a comprehensive solution for their needs. The first step he takes with every client is to listen carefully to their story, needs, and goals for the future. He takes the time to simplify complex concepts so clients can understand all available options, and be a part of every decision.
Shawn has met the highest industry standards necessary to become a Portfolio Manager. This, coupled with his H.B. Commerce degree from Lakehead University and 25+ years of industry experience, equip him to build sound portfolios that prioritize the preservation of your wealth while working steadily towards your goals. Shawn and his team monitor asset allocation, manage and review portfolio development, and work closely with the experts in RBC Wealth Management to ensure you benefit from every opportunity that may arise.
In addition to his Portfolio Manager qualification, Shawn has earned the designations of CFP (Certified Financial Planner), CIM (Chartered Investment Manager) and FCSI (Fellow of the Canadian Securities Institute). If there is something that he doesn’t have the answer to, he can draw on RBC Wealth Management’s team of over 200 lawyers and accountants along with his extended team of estate, insurance and financial planners.
Shawn and his wife Jennifer have three daughters that keep them busy. In his downtime, he enjoys playing hockey, golfing, hunting, waiting for the Leafs to win the Cup, and spending time at camp.
