About

My career focus has been to provide generational family financial planning. One of my greatest accomplishments is to be the name at the table during Thanksgiving that everyone knows. From the grandparents right through to the grandchildren.

I provide a steady investment approach that focuses on the risk adjusted returns within your portfolio. Whether you’re a conservative investor who fears volatility or an aggressive investor that strives for solid, high, long term returns, I believe that if we keep a core strategy of making sure that we can make money when the money making is good and lose less than everyone in the down times that is how we will continue to come out on top in the long run.

As a CERTFIED FINANCIAL PLANNER®, Chartered Life Underwriter®, and Certified Health Specialist™ since 1997, I provide a fully comprehensive strategy. I’m here to help families retire when they want with what they want. I help generational wealth transfers occur as tax efficiently as possible. You worked hard to build a lifetime of net worth. We want to ensure as much as possible transfers to the next generation.

In my spare time, I enjoy time with my family, time on the golf course, and travelling the world.

My team and I look forward to building a long-standing relationship with you and your family.

As a CERTFIED FINANCIAL PLANNER® and Partner at Shaw Investment & Insurance Solutions Inc., my role is to help you retire financially independent, support your children’s education, and establish a wealth transfer to your next generation as tax-efficiently as possible.

My career in the insurance and financial services industry began in 2011. I worked as an associate advisor with one of the largest multi-advisor firms in Canada for seven years. Since 2020, I have worked closely with Brian before becoming a Partner in 2022.

I work with you to understand your goals, risk tolerance and needs. Then, I can create a structured plan that is right for you. My investment approach centers around the individual Client. I tailor each person’s specific and personal goals to their plan. Your plan will be risk-protected against different ‘what-if’ scenarios that life can throw at it. Together, we can work on building a plan that gives you peace of mind. 

When you work with our team, you get more than an experienced advisor who cares about your needs. You get the strength and leadership of a leading Canadian full-service insurance and investment company.  

Rebecca provides Clients with exceptional holistic financial advice. She is fully licensed to offer mutual fund investments and insurance products. She can build a financial strategy to help you achieve your financial and retirement goals and safeguard your plan. 

Adam offers tailored and holistic financial guidance, holding licenses for both investment and insurance products. He is here to help you develop a comprehensive financial strategy that is aligned with your goals and objectives.

Kelly is an essential part of our team, supporting our Advisors and Clients with investment accounts and transactions. She handles new account openings, investment transactions and transfers, calls with Clients and supports a positive Client experience. 

Joanna came to Shaw Investment & Insurance Solutions with 15 years experience in the financial industry. She brings a positive energy into the office and goes above and beyond to help Clients. Joanna works closely with Clients and our advisors to set up new accounts, process trades and transfers and reinvest maturing investments. 

Courtney is the first point of contact with most Client interactions. She schedules Client meetings and assists our Advisors with meeting preparations and follow ups. She regularly updates our website and social media accounts. As a valuable member of our team Courtney enhances the Client experience with a friendly welcome, both on the phones and in our office.

Jayna is the friendly face that greets Clients both on the phones and in our office. She schedules Client meetings and assists our Advisors with meeting preparations and follow ups. She also regularly updates our website and social media accounts. 

Kristine’s primary responsibility is to ensure Clients are looked after in the most professional way possible. She also ensures the day-to-day operations of Shaw Investments & Insurance Solutions Inc. run smoothly. Kristine organizes Client events, marketing campaigns and works with the team and Clients to build strong and lasting relationships.

Amanda plays a key role on our team at Shaw Investment & Insurance Solutions Inc. Her primary responsibility is to ensure Clients are looked after and supported during the insurance underwriting process. She also assists with customer service matters relating to insurance business and supports Advisors with quotes and administrative tasks.

Amanda goes above and beyond to assist Clients. Her attention to detail, time management and follow through leaves Clients feeling at ease during the insurance application process