We are dedicated to improving the lives of our clients with insightful knowledge and customized investment solutions, while serving with genuine warmth and professionalism. Our service stands on a foundation of trust, integrity and a focus on education and empowerment. We strive to provide peace of mind, as we help individuals and families grow, protect, and enjoy their financial wealth.
Investment Advisor & Financial Planner - Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.
Shawn is an experienced Investment Advisor and Financial Planner with Manulife Securities serving Ancaster, Brantford, and all of Southwestern Ontario. He holds a bachelor’s degree in economics and music from the University of Ottawa as well as the Personal Financial Planner designation from the Canadian Securities Institute.
For close to 20 years, Shawn has been dedicated to making a difference in the lives of his clients and their families, helping them to feel their abundance. He does this by first identifying their unique goals and then by creating a plan that will help achieve them. Shawn believes that investment management is an important part of a family’s financial plan — but Real Wealth is about so much more than just money. Investment portfolios should be well diversified to provide growth and income, while still allowing investors to sleep peacefully at night. Shawn helps his clients with all aspects of their financial wealth and personal legacy. This gives them the freedom and peace of mind to focus their time and energy on the most important forms of their abundance, like their family, health and wellness, spiritual connection and fulfillment, their business, and making a difference in the community and beyond. “I truly care about my clients, so I take the time to learn about my clients’ values and their unique or complex needs, and I pride myself in clearly presenting the solutions that are most suitable for them, based on my deep understanding.”
When he’s not at work, Shawn loves spending time with his wife and three children, he loves to play music (specifically on the congas), he enjoys running and he is passionate about volunteering and supporting local service and charitable organizations, such as the Rotary Club, the United Way and One Hundred Men Who Give a Damn. Shawn makes himself available to meet with anyone who would like help to ensure that their money is working as hard for them as it can.
Administrative Assistant - Manulife Securities Incorporated
Jodi has more than six years of experience in the Financial Services industry. She enjoys providing clients with the relevant information they need as well as planning and facilitating client communication and events. The high level of service that Jodi provides comes from her prior training and experience in the hospitality industry. Jodi’s strength and love for organization ensures that all administration is thorough, accurate and managed in the most efficient way.
Jodi feels honoured to be able to work with her husband as a team in all aspects of their lives together. Being a loving, dedicated and supportive mother and wife is one of Jodi’s primary focuses and brings her great fulfilment and joy. As a family, they enjoy going on waterfall hikes, relaxing at the beach, watching movies and playing music. Jodi also loves expressing her creativity through cooking, decorating, dancing and event-planning.
Insurance Consultant - Manulife Securities Insurance Inc.
Brandon started in the financial planning and insurance industry in 2014 as an independent advisor. After being awarded top new advisor in the group benefits insurance field at his firm, he decided to shift his focus to solely specialize in insurance as an independent Insurance Consultant.
Brandon is a firm believer that setting, and meeting goals happens best through partnership and collaboration. By working as a team, clients are provided a holistic approach to financial planning and given the best advice from experts in all fields of financial planning.
Brandon’s passion is helping business owners and individuals diversify their portfolios using insurance. He loves to educate clients on the many benefits of insurance outside of protection, particularly creating tax sheltering strategies that build wealth. Brandon is highly skilled at designing plans with a strong insurance base plans to protect life’s important assets – investments and families.
Outside of work, Brandon loves spending time with his wife and two small children and enjoys playing golf. Brandon also dedicates a lot of his personal time to organizing charity events.