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.
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Master of Business Administration (MBA), UBC
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Bachelor of Business Administration (BBA), UBC
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Certified Financial Planner (CFP) – FP Canada
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Advanced Certificate in Advising the Family Business (with distinction) - STEP