I have often been told that the older you get the faster time goes and that statement is starting to really ring true. As I reflect on 20 years partnering with families and individuals working towards their goals and what is important to them there is one thing that has remained consistent. Nothing can replace genuine personal relationships and service.
My branch office administrator Robyn and I have been blessed with a fantastic group of families that we are fortunate to take care of. We are honored when two or three generations of a family all place their trust in our office and we get to celebrate family success or at times fight through those tough moments. We value our relationships deeply and always do what is in your best interest.
I am blessed with a wonderful wife of 20 years and three children. We spend our time in the winter at the local hockey or ringette rink and in the summer at the baseball diamond or a lacrosse field. We enjoy travel together and time with friends and family.
We would love to have a coffee with you and get to know how our office can help you work towards your personal and financial goals.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Education Savings Strategies
- Business Owner Considerations
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Sports Enthusiast
Phone NumberJonathan Shaw at (403) 225-0051
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