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Jonathan Shaw, Financial Advisor

FINANCIAL ADVISOR
Jonathan Shaw

CFP®, CEA®
10417 Bonaventure Drive SE, Unit C3, Calgary, AB T2J 6Y2opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Education savings strategies
  • Business owner considerations
  • Wealth strategies

About Jonathan

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 honoured when two or three generations of a family all place their trust...

Work History

  • Edward JonesAugust 2015 to Current

Education

  • Mount Royal UniversityCertificate

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Volunteering
  • Golfing

Team Members

  • Robyn Sproule
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(403) 225-0051

Fax

(888) 812-5516

Office Address

10417 Bonaventure Drive SE
Unit C3
Calgary, AB T2J 6Y2opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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