Team Members
Talia StevensonBranch Office Administrator- Linda VosperSr. Branch Office Administrator
- Maria AustinSr. Branch Office Administrator
- Joao Gabriel Hui ZarroRegistered Branch Associate
FINANCIAL ADVISOR
James Shellborn
CFP®, CIM®, CEPA®
20691 Lougheed Hwy, Unit#11, Maple Ridge, BC V2X 2P9opens in a new window
Focus Areas
- Business owner considerations
- Business retirement plans
- Education savings strategies
- Estate and legacy strategies
- Retirement income strategies
- Special needs financial considerations
About James
My work gives me a strong sense of purpose. I recognize that money is not the most important thing in life, but it is a useful tool for building the life we want. The decisions we make around money are high stakes; they involve confronting tradeoffs, identifying blind spots, and they require clarity around our goals. I think of myself as a project manager for my clients' financial goals. I guide clients through a process that results in the formation and implementation of a personalized financial plan, and I support that plan by adapting it over time, and by providing...
Personal Interests
- Camping
- Music
- Reading
- Spending Time with Family
- Technology
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
Maple RidgeMore to explore
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