About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Your corner stone
At ShoresAhead, our expanding team of advisors collaborates seamlessly, pooling diverse perspectives to gain a comprehensive understanding of Clients' unique situations. Each member of our advisory team is a designated Financial Planner, ensuring a high level of expertise. Additionally, our dedicated service associates are experienced and committed to a seamless Client experience. Together, we craft strategic plans designed to stand the test of time, providing lifelong benefits.
ShoresAhead Financial Services Inc.
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Job Title: We are the cornerstone of Clients’ futures, providing lifetime financial planning for professionals, businesses and families
Languages spoken: English, Spanish
Phone: (905) 476-5356
Email: shoresahead.financial@sunlife.com
Address: 300-449 The Queensway South,, Keswick, ON, L4P 2C9 Canada
Justin McCarron
Justin is the founder of ShoresAhead Financial and started in the financial services industry in 2008. He enjoys helping Clients achieve lifetime financial security. As an advisor, he helps Clients prepare for unexpected life events with creative solutions that help protect their
financial well-being. Justin uses a holistic approach to planning and is careful to offer advice in an easy-to-understand manner. He offers strategic solutions that protect the Client against risk and has his Chartered Life Underwriter® and Certified Health Insurance Specialist designations.
He is a supportive leader who fosters open communication within his team. He’s always receptive to anything that will enhance the Client experience and provide excellent customer service.
Job Title: Financial Planner, Sun Life, B.Sc., CHS™, CLU®
Phone: (905) 476-5356
Email: justin.mccarron@sunlife.com
Diego Gonzalez
Diego became an advisor with Sun Life in 1999. Since then, he has continually educated himself and obtained the CERTIFIED FINANCIAL PLANNER®, Certified Health Insurance Specialist™, and Chartered Life Underwriter® designations. He enjoys building relationships with Clients so he can service them in the best way possible. Diego always puts the needs of the Client first with his holistic financial planning approach. His experience and trustworthiness are key components in providing investment and planning advice. Having run 16 marathons, and more than 50 half marathons, he understands focus and dedication. He uses these skills in his role as a committed advisor when working with Clients.
Job Title: Financial Planner, Sun Life, CFP®, CHS™, CLU®
Email: diego.gonzalez@sunlife.com
Lee-Ann Cole-Manley
Having joined Sun Life in 1994 as an advisor, Lee-Ann brings unique insight as a financial planner to the ShoresAhead team. She graduated from York University and has since achieved her CERTIFIED FINANCIAL PLANNER®, Certified Health Insurance Specialist and Chartered Life Underwriter® designations. She is currently working on her Certified Executor Advisor designation. Lee-Ann enjoys seeing Clients’ financial dreams become a reality. She tailors her plans directly to Clients. It is key that Clients are confident in the knowledge and solutions provided to them. Her warm and welcoming nature are a real asset to the team. Lee-Ann believes in giving back to the community and uses her free time volunteering for various organizations.
Job Title: Financial Planner, Sun Life, CFP®, CHS™, CLU®
B.A.
Phone: (705) 795-6647
Email: lee-ann.manley@sunlife.com
Ryan Saysell
Ryan joined the ShoresAhead Team in 2015 after graduating Ryerson University with a Bachelor of Commerce. He helps Clients protect what is most important to them. Whether they are young families starting out or a retired couple looking for estate planning options, he is there to help. Ryan’s holistic approach to planning is a real asset as he focuses on helping Clients achieve their financial goals. Clients trust that he has their best interests in mind. His confident advice focuses on that belief. Ryan has furthered his education by completing his CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter® designations.
Job Title: Financial Planner, Sun Life, B.Comm., CFP®, CLU®
Phone: (905) 476-5403
Email: ryan.saysell@sunlife.com
Consuelo Paez Noe de Sanchez
Consuelo Paez Noe de Sanchez – Associate Advisor, Sun Life
As an advisor with Sun Life since 2003, Consuelo has enjoyed helping families achieve financial stability. With extensive background in the banking and financial industry starting in her home country of Ecuador, she enjoys developing financial strategies for Clients. Consuelo focuses on addressing different needs depending on the life stage of each Client. She is characterized by her caring, trustworthy, and knowledgeable approach and is committed to long-term relationships with the Clients. Consuelo particularly enjoys working with families, new Canadians, young couples, and new business owners by understanding their unique needs.
Job Title: Associate Advisor, Sun Life
Email: consuelo.sanchez@sunlife.com
Daniel Sheppard
Daniel comes from a business and economic background and has a B. Comm. from the University of Windsor. He was born and still resides in the Georgina area. Daniel is very passionate about investments and seeing people achieve their goals and objectives. Daniel has completed both his CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter designations. Daniel is a life long resident of Georgina.
Job Title: Financial Planner, Sun Life, B.Comm., CFP®, CLU®
Phone: (905) 476-4966
Email: daniel.sheppard@sunlife.com
Juliana Gonzalez
Juliana started her financial services career as an advisor in 2008. She became an Associate advisor with Diego Gonzalez in 2017. As part of the ShoresAhead team, she continually builds relationships with Clients through excellent customer service. Juliana puts herself in their shoes, helping Clients feel confident in their financial decisions. She gives advice in a very friendly caring manner, ensuring Clients know they can trust her. Juliana was a competitive swimmer for over 15 years and travelled all over the world competing before she settled in to her current career.
Job Title: Associate Advisor, Sun Life, B.Sc.
Email: juliana.gonzalez@sunlife.com
Heather Aron
Heather joined the ShoresAhead team in 2010 after an extensive background in the banking and mortgage industry. She holds both mutual fund and life insurance licenses. Heather provides Clients with customer service on both the wealth and insurance side. Her role is to support advisors and Clients with accurate administrative support. Heather’s approachability, listening skills, and her genuinely caring attitude make her a valuable asset to the team. She works tirelessly to provide Clients with a superior level of service.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.