Shannon joined PWL in 2011 after completing her Bachelor of Commerce at Ryerson University. With a passion for planning, she enjoys helping clients see their investments in the context of their larger goals.
Shannon earned her Certified Financial Planner designation in 2015 and followed this up with the Chartered Investment Manager certification. She is devoted to continuing education, and her next goal is to obtain the Trust and Estate Practitioner designation.
A passionate investor advocate, Shannon has been featured in such publications as The Globe & Mail and MoneySense. In 2015, she was selected by Wealth Professional magazine as one of the country’s best young advisors.
Shannon enjoys exercising, traveling, and exploring the city with her husband, Justin.