As a child I never liked sweets, so instead of hiding chocolate Easter eggs for me, my mother hid dimes. This practice sparked my interest in saving money and led me to pursue a career in the banking industry. After working in the industry for several years, I felt that I could do more for my clients. That desire led me to obtain my Certified Financial Planner designation and become an Edward Jones advisor in 2018.
My office is located on Guelph Line, just north of Upper Middle Road, in Burlington. My branch office administrator, Ashley Gaudon, and I pride ourselves on the exceptional level of service we offer our clients.
My ideal clients are business professionals and families who wish to both plan for, and protect their futures. As a father, I take great satisfaction in helping others prepare to put their children through university, as well as assisting those looking for socially conscious ways to invest. I also find it particularly satisfying to work with divorced individuals and help reduce their stress by getting their finances on track.
When working with clients, I believe in being as transparent as possible. You work hard for your money, and you have the right to know exactly how your money is being invested and what you're paying for that service.
On a more personal note, my wife and I have two children, a boy and a girl, and we've traveled throughout the world to visit Europe, Central America, Asia and the United States. My family enjoys all sorts of outdoor activities, including hiking and canoeing, and my love of the outdoors has led be to become an active volunteer in several environmental protection organizations. I also enjoy playing dodgeball, golf, and performing in various theatre productions.
If you would like to meet to see if we would work well together, please give me a call or drop by the office. I welcome the opportunity to introduce myself and explain how Edward Jones can help with your financial needs.
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Divorce Finances
- Wealth Protection Strategies
- Business Owner Considerations
My Personal Interests
- Art & Theater
- Spending Time with Family
Phone NumberCory Sheehan at (905) 336-5090
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 08:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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