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 eight 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

Jeanette Hushion
Office and Administration Manager

James Howard
Mortgage and Lending Specialist

Mark Dracup*
Insurance and Group Benefits Specialist

George Georgeiopoulos*
Insurance and Group Benefits Specialist