Team Members

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.

IIROC AdvisorReport page

canadalifesecurities.com