CFP, CLU, RRC
Company: TD Wealth Private Investment Advice
89 Broadway Ave. 2nd Floor,
Orangeville, Ontario L9W1K2
A life-long resident of Dufferin County, Shawn has grown up in the Hills of Headwaters and is familiar with the local community and its needs. As a CFP, CLU and RRC, Shawn’s Private Client practice works with mature and established clients. Our clients have come to expect solutions that are unique as they are. Our clients realize that it takes a team to be successful, and are looking for a collaborative team based approach to their wealth management needs. We design and manage comprehensive solutions for professionals, high net worth individuals, families and foundations. Our approach is disciplined and proven. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific needs.