Our Team

After graduating from Carleton University in 2015 with a degree in Financial Economics, Andrew had a keen interest in becoming an entrepreneur. He decided to first gain experience in various finance-related roles to develop the necessary skills before choosing his path forward.

Andrew’s career began at a bank as a front-end advisor and customer service representative—a client-facing role he enjoyed because it focused on serving and catering to client needs. As his skills progressed, Andrew transitioned to the public sector, joining the Financial Consumer Agency of Canada (FCAC). Working in their financial literacy division allowed him to help Canadians improve their financial knowledge by creating accessible content and collaborating directly with the financial literacy leader.

Through these experiences, Andrew realized the significant need for Canadians to rely on advisors for financial guidance. This led him back to a client-facing role as an independent financial advisor. In 2017, Andrew began working as a self-employed financial security advisor with London Life’s Freedom 55 Financial division. By 2021, he became a sole proprietor, serving a diverse group of clients—a role he truly enjoys.

Andrew is deeply involved in his community and professional networks:

Vice President of the Stittsville Business Association, where he has served on the board for over three years, previously as Treasurer.

Member of the Financial Planning Association of Canada (FPAC).

Member of the Ottawa Estate Planning Council (OEPC).

He also holds his Canadian Securities Course license and is currently completing his pursuit of the Chartered Investment Manager (CIM) designation.

On a personal level, Andrew is an active individual who loves playing hockey, football, golf, and soccer. He also enjoys traveling and exploring new restaurants in town.

Canada Life Securities Ltd., Member of CIRO and the Canadian Investor Protection Fund

With over 15 years of experience in the investment services industry, Shawn has dedicated his career to enhancing client experiences. He is passionate about listening to clients’ stories and providing advice tailored to their unique needs.

After graduating from Dalhousie University with a Bachelor of Commerce degree in finance, Shawn started his career at AIM Trimark Investments (now Invesco) as a client contact representative. This role gave him a strong industry foundation in serving clients and financial advisors by offering account information and product education. He was also part of the team that helped retain company assets.

Following a brief period outside the industry, Shawn joined BMO Private Investment Counsel as a portfolio assistant. In this role, he provided customized client experiences and learned from the region’s Investment Counsellors about portfolio management and investment research. Shawn later advanced to the position of portfolio associate, managing the Platinum Invest accounts. He then moved to TD Wealth Private Investment Counsel as an associate, where he managed client portfolios by determining appropriate asset allocations and selecting investments to help clients achieve their financial goals. Through in-depth conversations, he provided clients with customized wealth plans and a roadmap to move forward with confidence.

Shawn’s dedication and passion for the investment securities industry are evident in his professional designations: Chartered Investment Manager (CIM®) in 2015, Personal Financial Planner (PFP®) in 2019, and Fellow of the Canadian Securities Institute (FCSI®) in 2024.

Outside of work, Shawn lives in Halifax, N.S., where he enjoys spending time with his spouse Jessica and sons Logan and Connor. His interests include lawn care, landscaping, smoking meat and local history. He also volunteers on the board of his community’s business association.

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canadalifesecurities.com

Peggy is a dedicated advisor assistant who supports the day-to-day needs of our clients and ensures their experience is seamless and responsive.

With a strong background in client service and administrative coordination, Peggy plays a key role in managing account requests, scheduling, and ensuring timely follow-up. Known for her attention to detail and warm communication, Peggy helps create a reliable and welcoming experience for every client we serve.