What We Believe

A Personal Approach Based On Trust

Trust, confidentiality and integrity are cornerstones of the Shannon Family Wealth Management Group investment advisory practice. Our clients value our independent, objective and unbiased approach.

They know that they can rely on our expertise and professionalism no matter what their financial needs.

Being part of Canada’s largest bank and wealth management firm with national and global assets means we offer our clients a dual advantage:

  • A uniquely personal investment and wealth building experience based on direct contact with an accessible and motivated team.
  • The availability — when appropriate — of a formidable range of specialist expertise and insight that only a major financial institution can deliver.

This combination of outstanding personal service, supported by powerful national resources, is what makes us special.