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Welcome

It all starts with you

We believe your future investment success depends on having a clear idea of what you are trying to accomplish, coupled with a realistic understanding of what you are like as an investor.  We focus on helping you formulate a long-term wealth management strategy appropriate for your situation.

Personalized service from your investment advisor

As dedicated professionals, Shawn and Barb will devote time and energy to fully understand your financial situation, life goals and tolerance for risk when creating a wealth management strategy that is right for you.

A plan is essential for success

Success rarely happens by chance.  You and Shawn will work together to define your investment objectives.  Then, Shawn will help you devise a strategy to achieve your objectives over a realistic time frame.

This is a long-term partnership

There is no simple, one-time solution.  Your situation changes, financial markets change and the factors that determine investment success can also change.  Your wealth management strategy needs the flexibility to anticipate and respond to these changes.  Shawn and Barb are committed to working with you through each stage of your life to help you meet your objectives.

A commitment to the highest standards

We understand how important it is to have confidence in the people you have entrusted with your investment assets.  As a member company of the RBC Financial Group, we are fully backed by the resources of Canada ’s leading provider of financial services.  We are also a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

Recent Posts

hedgehog walking under log

Investing for 2023: We are the hedgehog

Dec 02, 2022 | Jim Allworth

One big thing—the arrival of a U.S. recession in 2023—should shape the investment landscape over the next 12–18 months. What does that mean for investors?

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man meeting with advisor

Not a phantom rally in equity markets

Dec 01, 2022 | Kelly Bogdanova

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

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junk boat crossing hong kong harbor

Global Insight 2023 Outlook Regional Focus: Asia Pacific

Dec 01, 2022 | Jasmine Duan, Nicholas Gwee, CFA & Shawn Sim

As a new strategic agenda begins to take shape in China, macro developments in Japan are relatively positive.

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Shawn Kunnas

Branch Director & Portfolio Manager

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Barbara Luft

Associate

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Jennifer Fontaine

Branch Operations Manager

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How can we help you?

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