Our Team

Frederick understands the importance of building relationships with clients and being a pro-active and informed investor, having worked in the investment industry for over 30 years. He has developed a niche client base and expertise within the business community, and provided services for Corporate Financing, Succession Planning, and Corporate Restructuring. Frederick has been successful in advising individuals, entrepreneurs, and families on all aspects of their financial, estate, and tax needs.

Shawn works with clients to achieve their investment and financial goals and objectives. Shawn specializes in constructing and managing investment portfolios, and offering comprehensive financial advice to his clients. Shawn is a Chartered Investment Manager and has achieved the Certificate in Advanced Investment Advice through the Canadian Securities Institute, as well as a Bachelor of Business Administration degree from the Schulich School of Business.

Andrea began her career in the investment industry in 2000, after graduating with a Bachelor of Commerce degree. She joined Canaccord Genuity Wealth Management in 2008 and is an integral part of the team. Thanks to her extensive experience in branch administration, she efficiently resolves account issues and ensures the smooth day-to-day operations of our team. Andrea’s attention to detail, analytical skills and financial background allow her to communicate effectively and handle a wide range of client needs.

Michael joined Canaccord Estate Planning Services Ltd. in 2011. He has been collaborating with our team to help us realize our clients’ tax mitigation, wealth protection, insurance, legacy planning and estate planning objectives. Michael holds the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations, as well as a Bachelor of Commerce from McMaster University.