Committed to you and your family on your path to financial success and well-being


Your wealth is crucial for your well-being, providing peace of mind to pursue dreams. As a trusted wealth manager, I specialize in cultivating and preserving family and business wealth across generations. I take pride in fostering enduring relationships through personalized financial plans, helping clients achieve their most important goals.

Shannon Boakes

Our team

We pride ourselves on attentive client service, backed by industry experience and credentials.

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Our approach

You are at the centre of our approach, which focuses on your goals, your needs, and your circumstances.

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Our community

We love to connect with our clients, bringing information and experiences related to your wealth and beyond.

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Let's connect over coffee!


Whether you have questions, feedback, or just want to chat, we're here for you – reach out, and let's make virtual coffee dates a delightful reality

Contact us today