Shelley began with RBC in 1996 in her hometown of Ingersoll while attending the University of Western Ontario. Over two decades and various roles at RBC including Branch Manager and Financial Planner, she garnered a breadth of knowledge of the financial industry. Joining Michael Perry's team in 2019, she uses her expertise to advise our clients with professional financial planning. She is passionate about guiding clients to confidently make sound financial decisions for themselves and their families while helping them to achieve their goals. Using Wealth Management strategies, she helps to create a road map for our client’s future, coordinating financial aspects at each stage of life: Accumulating wealth; Protecting wealth; Converting wealth; Transferring wealth.
With roots in Ingersoll along with her husband Brad and daughters Madelyn and Annabelle, she enjoys her small community. As a dog-mom, she can be found with her pals on trails in Oxford County. Family time is treasured planning trips and exploring new destinations together, as well as sharing a friendly game of golf, volleyball or pickleball. Past community involvement includes volunteering for in school financial programs with Junior Achievement. As a volunteer driver with Freedom Drivers she participates in ground transport relays to move at risk shelter animals to partner rescue/foster organizations for a second chance at life.
