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.
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