Shane Nixon CFP®, BBA (Hons)
Certified Financial Planner

As a well respected leading financial advisor in the Caledon and Vaughan communities, Shane has built a successful practice by listening and focusing on his clients needs and goals. Adhering to his values of honesty, integrity, professionalism and excellent service, Shane has created a happy and loyal client base primarily from referrals in his over 11 years experience. Simply put, Shane is a financial advisor that honestly cares about his clients financial well being.

Shane is well regarded for his planning expertise and creative financial strategies in helping clients achieve their financial goals. In particular, he is an expert in investment and retirement planning for families and business planning for small business owners.

With his wealth of knowledge and planning tools, Shane has a natural talent for creating tailored plans for clients and communicating difficult concepts in an easy to understand manner.

Kelly Wood
Financial Advisor, Keswick Branch

Diane Plourde
Office and Administration Manager

Mark Dracup*
 Insurance advisor

*Insurance products provided through Dundee Insurance Agency Ltd.