I have been working in the financial planning industry for over 30 years. I work to build long term relationships with clients, and assist them in making more informed financial decisions, to best suit their financial circumstances and objectives.
A life-long resident of Dufferin County, Shawn has grown up in the Hills of Headwaters and is familiar with the local community and its needs. As a CFP, CLU and RRC, Shawn’s Private Client practice works with mature and established clients. Our clients have come to expect solutions that are unique as they are. Our clients realize that it takes a team to be successful, and are looking for a collaborative team based approach to their wealth management needs. We design and manage comprehensive solutions for professionals, high net worth individuals, families and foundations. Our approach is disciplined and proven. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific needs.
As an Advisor with TD Wealth, Private Investment Advice, I provide customized and comprehensive wealth management advice and investment solutions. By building a long lasting relationship with you, we can better help you plan for the long term and manage your wealth successfully for generations to come.
As a Wealth Advisor at BMO Nesbitt Burns, I provide investment, financial planning and estate planning expertise to you and your family. I ensure you understand the investments you own, are comfortable with your financial plan, and confident that the decisions we make together will grow and protect your wealth.
I am an Orangeville native and joined the financial services industry in 2008 and later established Starview Financial Advisors in 2011 with Terry Sullivan CFP. At Starview Financial Advisors we provide comprehensive financial planning and independent investment and insurance advice to individuals, farm operations, business owners and their families. We provide exceptional, cost effective service to meet clients’ retirement, estate, tax and investment goals. As a Certified Financial Planner (CFP) and a graduate of the University of Guelph School of Engineering, I utilize my analytical skills to assist clients in bringing clarity to their financial picture.
I started a client focused financial planning business in 1996 and with continued success and growth I established Starview Financial Advisors with Trevor Pugh CFP in 2011. At Starview Financial Advisors we provide comprehensive financial planning and independent investment and insurance advice to individuals, farm operations, business owners and their families. We provide exceptional, cost effective service to meet clients’ retirement, estate, tax and investment goals. I have more than 30 years of business and financial advisory experience and have obtained the Certified Financial Planner (CFP) and Professional Agrologist (P.Ag.) designations.
My passion is helping people prepare long-term, personalized financial plans to help them navigate through their options, while ensuring they still reach their goals. With my 20 years of financial industry experience, and a team of specialists available at my fingertips, I am able ensure that my clients receive high quality, realistic advice. I specialize in identifying tax efficient investment and retirement income strategies, and I am able provide truly personalized portfolios with a wide variety of 3rd party financial solutions!