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.