Shannon Walters

Director, Family Office, KPMG Private Enterprise

KPMG in Canada

As a Director in the GVA and a main point of contact for Family Office clients, Shannon focuses on understanding your values and goals, then provides a detailed roadmap to help reach your objectives. She provides holistic strategic planning while providing advice and coordinating KPMG’s recommended services.

Shannon is a trusted family advisor, experienced in providing wealth management guidance to HNW families and individuals. Over the last two decades, Shannon has specialized in personal financial planning, asset management, goals-based discussions, coordinated asset allocation strategy and investment policy decisions.  

She works closely with families to help them navigate the unique dynamics inherent in the business-family relationship, including intergenerational legacy planning. Shannon is dedicated to supporting and enhancing the growth of the next generation business leaders by providing customized financial literacy programs.

  • Enterprise
  • Family Owned Businesses
  • High Net Worth Individuals
  • Integrated business planning
  • Succession planning
  • Wealth Asset Management
  • Master of Business Administration (MBA), UBC

  • Bachelor of Business Administration (BBA), UBC

  • Certified Financial Planner (CFP) – FP Canada

  • Advanced Certificate in Advising the Family Business (with distinction) - STEP